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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
601
Outlook Wealth Advisors
Texas
$238K +$254K +1,420 New
MCM
602
Maryland Capital Management
Maryland
$232K – – –
QC
603
QCM Cayman
Texas
$232K +$247K +1,383 New
FCBT
604
First Citizens Bank & Trust
North Carolina
$230K – – –
M
605
MOTCO
Texas
$227K -$3.22K -18 -1%
IIM
606
Ipswich Investment Management
Massachusetts
$226K – – –
LFG
607
LifePlan Financial Group
Ohio
$226K – – –
MFG
608
Magnus Financial Group
New York
$225K +$239K +1,338 New
BFA
609
Bragg Financial Advisors
North Carolina
$223K – – –
FTC
610
Farmers Trust Company
Ohio
$223K – – –
SYBT
611
Stock Yards Bank & Trust
Kentucky
$221K – – –
LJAC
612
L.J. Altfest & Co
New York
$219K -$16.3K -91 -7%
TPWA
613
TRUE Private Wealth Advisors
Oregon
$219K +$75.6K +423 +48%
LBC
614
Lowe Brockenbrough & Co
Virginia
$218K – – –
BSW
615
Buckingham Strategic Wealth
Missouri
$217K +$231K +1,290 New
S
616
SignatureFD
Georgia
$215K +$150K +839 +191%
BRWA
617
B. Riley Wealth Advisors
Florida
$215K +$228K +1,275 New
PTC
618
Private Trust Company
Ohio
$210K – – –
BAM
619
Barrett Asset Management
New York
$209K – – –
APC
620
Aspire Private Capital
North Carolina
$209K +$223K +1,245 New
FNBT
621
FineMark National Bank & Trust
Florida
$208K – – –
MCM
622
MAI Capital Management
Ohio
$208K +$221K +1,237 New
SW
623
SVB Wealth
Massachusetts
$205K +$3.93K +22 +2%
RG
624
Renaissance Group
Kentucky
$203K -$5.18K -29 -2%
MCM
625
Murphy Capital Management
New Jersey
$202K – – –