We are live on ! Find out more
SPG icon

Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
ISB
551
Iowa State Bank
Iowa
$312K – – –
BHWM
552
Bar Harbor Wealth Management
New Hampshire
$311K -$577K -3,848 -65%
HFS
553
Howard Financial Services
Texas
$311K – – –
CCA
554
Checchi Capital Advisers
California
$308K -$37K -247 -11%
SWIG
555
Strategic Wealth Investment Group
Kentucky
$305K +$307K +2,049 New
YIA
556
YHB Investment Advisors
Connecticut
$304K -$12.6K -84 -4%
SW
557
SteelPeak Wealth
California
$304K +$306K +2,039 New
RCM
558
RB Capital Management
Nevada
$303K +$41.7K +278 +15%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$301K – – –
CEP
560
Chicago Equity Partners
Illinois
$299K -$53.2K -355 -15%
SCA
561
STALEY CAPITAL ADVISERS
Pennsylvania
$298K – – –
PNC
562
Park National Corp
Ohio
$294K – – –
MAFM
563
Mid Atlantic Financial Management
Pennsylvania
$288K +$290K +1,932 New
ANRIA
564
American National Registered Investment Advisor
Texas
$280K – – –
CG
565
Colony Group
Massachusetts
$278K -$119K -791 -30%
BRWA
566
B. Riley Wealth Advisors
Florida
$277K +$277K +1,847 New
SPC
567
Sigma Planning Corp
Michigan
$273K +$65.5K +437 +31%
TTWM
568
TCV Trust & Wealth Management
Virginia
$270K – – –
IEFM
569
IQ EQ Fund Management
Ireland
$269K – – –
B
570
Bailard
California
$266K – – –
EGM
571
Engineers Gate Manager
New York
$266K +$268K +1,787 New
GLA
572
Great Lakes Advisors
Illinois
$264K -$84.1K -561 -24%
BIA
573
Barry Investment Advisors
Massachusetts
$264K +$23.5K +157 +9%
DAC
574
Dividend Assets Capital
South Carolina
$263K +$6.3K +42 +2%
WAM
575
Weiss Asset Management
Massachusetts
$262K – – –