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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
551
Bar Harbor Wealth Management
New Hampshire
$311K -$577K -3,848 -65%
HFS
552
Howard Financial Services
Texas
$311K
CCA
553
Checchi Capital Advisers
California
$308K -$37K -247 -11%
SWIG
554
Strategic Wealth Investment Group
Kentucky
$305K +$307K +2,049 New
YIA
555
YHB Investment Advisors
Connecticut
$304K -$12.6K -84 -4%
SW
556
SteelPeak Wealth
California
$304K +$306K +2,039 New
RCM
557
RB Capital Management
Nevada
$303K +$41.7K +278 +15%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$301K
CEP
559
Chicago Equity Partners
Illinois
$299K -$53.2K -355 -15%
SCA
560
STALEY CAPITAL ADVISERS
Pennsylvania
$298K
PNC
561
Park National Corp
Ohio
$294K
MAFM
562
Mid Atlantic Financial Management
Pennsylvania
$288K +$290K +1,932 New
ANRIA
563
American National Registered Investment Advisor
Texas
$280K
CG
564
Colony Group
Massachusetts
$278K -$119K -791 -30%
BRWA
565
B. Riley Wealth Advisors
Florida
$277K +$277K +1,847 New
SPC
566
Sigma Planning Corp
Michigan
$273K +$65.5K +437 +31%
TTWM
567
TCV Trust & Wealth Management
Virginia
$270K
IEFM
568
IQ EQ Fund Management
Ireland
$269K
B
569
Bailard
California
$266K
EGM
570
Engineers Gate Manager
New York
$266K +$268K +1,787 New
GLA
571
Great Lakes Advisors
Illinois
$264K -$84.1K -561 -24%
BIA
572
Barry Investment Advisors
Massachusetts
$264K +$23.5K +157 +9%
DAC
573
Dividend Assets Capital
South Carolina
$263K +$6.3K +42 +2%
WAM
574
Weiss Asset Management
Massachusetts
$262K
SFS
575
Sowell Financial Services
Arkansas
$260K +$9K +60 +4%