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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
576
TCV Trust & Wealth Management
Virginia
$289K – – –
ACI
577
Alpha Cubed Investments
California
$289K +$32.9K +191 +12%
IEFM
578
IQ EQ Fund Management
Ireland
$289K +$311K +1,806 New
BOH
579
Bank of Hawaii
Hawaii
$286K -$5.17K -30 -2%
B
580
Bailard
California
$285K – – –
LWM
581
Lenox Wealth Management
Ohio
$284K -$8.61K -50 -3%
CCM
582
Cadence Capital Management
Massachusetts
$281K -$151K -876 -33%
WT
583
Washington Trust
Rhode Island
$273K +$45K +261 +18%
BBA
584
Braun-Bostich & Associates
Pennsylvania
$271K +$128K +741 +78%
Truist Financial
585
Truist Financial
North Carolina
$267K -$14.3K -83 -5%
WSC
586
Wellington Shields & Co
New York
$267K – – –
M
587
MOTCO
Texas
$266K +$54.1K +314 +23%
VAS
588
Vestmark Advisory Solutions
Massachusetts
$265K -$551K -3,202 -66%
MC
589
Miles Capital
Iowa
$265K +$42K +244 +17%
MOS
590
MGO One Seven
Ohio
$264K -$31.5K -183 -10%
S
591
SignatureFD
Georgia
$261K +$32.7K +190 +13%
QI
592
Qtron Investments
Massachusetts
$260K +$280K +1,628 New
RWM
593
RBA Wealth Management
California
$257K -$15.2K -88 -5%
TPWA
594
TRUE Private Wealth Advisors
Oregon
$257K +$52.2K +303 +23%
WT
595
Whittier Trust
California
$253K – – –
MIFH
596
Migdal Insurance & Financial Holdings
Israel
$248K -$15.8M -91,955 -98%
WPP
597
Whalerock Point Partners
Rhode Island
$247K – – –
HI
598
Horizon Investments
North Carolina
$245K -$1.46M -8,452 -85%
EH
599
Employers Holdings
Nevada
$242K +$260K +1,512 New
GWM
600
GSB Wealth Management
Connecticut
$240K – – –