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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Secure Asset Management
Michigan
$225K +$227K +1,513 New
GWM
602
GSB Wealth Management
Connecticut
$223K
CCM
603
Crabel Capital Management
California
$220K -$40K -267 -15%
APP
604
Avantax Planning Partners
Iowa
$220K +$2.7K +18 +1%
BUB
605
BBVA USA Bancshares
Texas
$219K +$221K +1,473 New
TCOT
606
Trust Company of Toledo
Ohio
$216K -$52.6K -351 -20%
FG
607
Fiduciary Group
Georgia
$215K
LNC
608
Lincoln National Corp
Pennsylvania
$215K +$217K +1,445 New
RWM
609
RBA Wealth Management
California
$214K -$17.4K -116 -7%
CAL
610
Capital Analysts LLC
Pennsylvania
$209K -$1.65K -11 -0.8%
DZ Bank
611
DZ Bank
Germany
$205K
CGL
612
Clarius Group LLC
Washington
$204K +$3.15K +21 +2%
FNBT
613
FineMark National Bank & Trust
Florida
$204K +$3.75K +25 +2%
BAM
614
Barrett Asset Management
New York
$204K +$18.7K +125 +10%
EMG
615
ETF Managers Group
New Jersey
$203K +$48.9K +326 +31%
JIC
616
Johnson Investment Counsel
Ohio
$202K -$100K -669 -33%
BFA
617
Bragg Financial Advisors
North Carolina
$202K
IC
618
IEQ Capital
California
$202K +$203K +1,352 New
FIM
619
Freedom Investment Management
Connecticut
$202K +$203K +1,355 New
DIM
620
Delta Investment Management
California
$202K +$204K +1,358 New
OIA
621
Optimum Investment Advisors
Illinois
$201K +$157K +1,050 +350%
HT
622
Heritage Trust
Oklahoma
$200K
LFG
623
LifePlan Financial Group
Ohio
$200K
ASN
624
Advisory Services Network
Georgia
$200K +$4.95K +33 +3%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$199K -$300K -1,999 -60%