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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
601
Ipswich Investment Management
Massachusetts
$226K
LFG
602
LifePlan Financial Group
Ohio
$226K
MFG
603
Magnus Financial Group
New York
$225K +$239K +1,338 New
BFA
604
Bragg Financial Advisors
North Carolina
$223K
FTC
605
Farmers Trust Company
Ohio
$223K
SYBT
606
Stock Yards Bank & Trust
Kentucky
$221K
LJAC
607
L.J. Altfest & Co
New York
$219K -$16.3K -91 -7%
TPWA
608
TRUE Private Wealth Advisors
Oregon
$219K +$75.6K +423 +48%
LBC
609
Lowe Brockenbrough & Co
Virginia
$218K
BSW
610
Buckingham Strategic Wealth
Missouri
$217K +$231K +1,290 New
S
611
SignatureFD
Georgia
$215K +$150K +839 +191%
BRWA
612
B. Riley Wealth Advisors
Florida
$215K +$228K +1,275 New
PTC
613
Private Trust Company
Ohio
$210K
BAM
614
Barrett Asset Management
New York
$209K
APC
615
Aspire Private Capital
North Carolina
$209K +$223K +1,245 New
FNBT
616
FineMark National Bank & Trust
Florida
$208K
MCM
617
MAI Capital Management
Ohio
$208K +$221K +1,237 New
SW
618
SVB Wealth
Massachusetts
$205K +$3.93K +22 +2%
RG
619
Renaissance Group
Kentucky
$203K -$5.18K -29 -2%
MCM
620
Murphy Capital Management
New Jersey
$202K
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$201K -$7.69K -43 -3%
AWM
622
Altium Wealth Management
New York
$200K +$213K +1,192 New
Capstone Investment Advisors
623
Capstone Investment Advisors
New York
$196K -$265K -1,485 -56%
WAM
624
Wealthspire Advisors (Maryland)
Maryland
$189K +$3.58K +20 +2%
RFC
625
Regions Financial Corp
Alabama
$187K -$27.9K -156 -12%