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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
551
Boston Common Asset Management
Massachusetts
$213K -$3.3M -20,750 -94%
ZB
552
Zions Bancorporation
Utah
$213K -$10.3K -65 -5%
GT
553
Greenleaf Trust
Michigan
$212K +$219K +1,375 New
IIM
554
Ipswich Investment Management
Massachusetts
$208K – – –
LFG
555
LifePlan Financial Group
Ohio
$207K – – –
LBC
556
Lowe Brockenbrough & Co
Virginia
$207K +$6.52K +41 +3%
BFA
557
Bragg Financial Advisors
North Carolina
$205K -$13.4K -84 -6%
SYBT
558
Stock Yards Bank & Trust
Kentucky
$203K – – –
RFC
559
Regions Financial Corp
Alabama
$202K -$4.77K -30 -2%
WPA
560
West Paces Advisors
Georgia
$194K +$171K +1,074 +597%
BAM
561
Barrett Asset Management
New York
$192K – – –
WAM
562
Wealthspire Advisors (Maryland)
Maryland
$181K -$16.5K -104 -8%
FAM
563
Foresters Asset Management
Ontario, Canada
$180K – – –
AIM
564
Arcadia Investment Management
Michigan
$179K -$11.9K -75 -6%
IDBONY
565
Israel Discount Bank of New York
New York
$176K – – –
RWA
566
Ropes Wealth Advisors
Massachusetts
$175K -$66.2K -416 -27%
IWM
567
IHT Wealth Management
Illinois
$173K -$137K -863 -43%
AW
568
Alpha Windward
Massachusetts
$165K +$17.5K +110 +12%
ASN
569
Advisory Services Network
Georgia
$164K -$27.5K -173 -14%
RP
570
Rowlandmiller & Partners
Georgia
$161K – – –
Fuller & Thaler Asset Management
571
Fuller & Thaler Asset Management
California
$139K -$254K -1,600 -64%
AIM
572
Anchor Investment Management
South Carolina
$139K +$143K +900 New
APP
573
Avantax Planning Partners
Iowa
$133K +$137K +860 New
AWM
574
Avior Wealth Management
Nebraska
$128K -$7.63K -48 -5%
FHA
575
First Horizon Advisors
Tennessee
$128K -$4.93K -31 -4%