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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
Simplicity Wealth
New Jersey
$927K +$15.8K +107 +2%
AWM
527
Apollon Wealth Management
South Carolina
$926K -$167K -1,135 -16%
Verition Fund Management
528
Verition Fund Management
Connecticut
$924K -$101K -683 -10%
KeyBank National Association
529
KeyBank National Association
Ohio
$923K +$26.1K +177 +3%
WPC
530
Wedmont Private Capital
Pennsylvania
$919K +$46.4K +315 +5%
PP
531
Prudential plc
United Kingdom
$914K +$57.4K +390 +7%
EI
532
Ellevest Inc
New York
$902K +$55.7K +378 +7%
RIA
533
Regal Investment Advisors
Michigan
$887K -$14K -95 -2%
CCM
534
Coldstream Capital Management
Washington
$879K +$54.2K +368 +7%
VI
535
Versor Investments
New York
$879K -$418K -2,837 -33%
AAA
536
Adams Asset Advisors
Texas
$879K – – –
AL
537
Aspiriant LLC
California
$873K -$226K -1,533 -21%
AFP
538
Ausdal Financial Partners
Iowa
$867K +$1.77K +12 +0.2%
WSC
539
Wellington Shields & Co
New York
$865K – – –
CCA
540
Checchi Capital Advisers
California
$855K -$15.3K -104 -2%
MFG
541
MidWestOne Financial Group
Iowa
$842K -$434K -2,943 -35%
GCA
542
Genesee Capital Advisors
New York
$829K +$804K +5,459 New
CIS
543
Custom Index Systems
New York
$823K +$799K +5,421 New
GWMR
544
GC Wealth Management RIA
Massachusetts
$817K +$505K +3,428 +176%
FFA
545
First Foundation Advisors
California
$816K +$673K +4,572 +569%
LWCFA
546
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$800K – – –
MCM
547
Monument Capital Management
Virginia
$792K +$21.8K +148 +3%
MW
548
MBL Wealth
North Carolina
$788K -$299K -2,033 -28%
AFCM
549
Applied Finance Capital Management
Puerto Rico
$785K +$762K +5,172 New
PA
550
Profund Advisors
Maryland
$785K +$20.2K +137 +3%