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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Pinnacle Associates
New York
$313K +$287K +2,749 New
LIM
602
Longfellow Investment Management
Massachusetts
$311K +$69.4K +665 +32%
Brown Advisory
603
Brown Advisory
Maryland
$310K -$2.61K -25 -0.9%
PA
604
Parallel Advisors
California
$306K +$66.1K +634 +31%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$301K – – –
MSWMA
606
Market Street Wealth Management Advisors
Indiana
$299K – – –
SWA
607
Stratos Wealth Advisors
Ohio
$298K -$10.2K -98 -4%
SWM
608
Spire Wealth Management
Virginia
$298K +$274K +2,622 New
GWM
609
Geneos Wealth Management
Colorado
$297K +$313 +3 +0.1%
CGL
610
Clarius Group LLC
Washington
$295K +$24.4K +234 +10%
UB
611
UMB Bank
Missouri
$291K -$7.3K -70 -3%
TLP
612
Trinity Legacy Partners
Texas
$291K +$259K +2,482 New
SAM
613
Shell Asset Management
Netherlands
$289K -$2.09K -20 -0.8%
TPCW
614
TD Private Client Wealth
New York
$287K -$46.2K -443 -15%
MMA
615
Miracle Mile Advisors
California
$286K -$13.4K -128 -5%
TMAM
616
Tokio Marine Asset Management
Japan
$286K -$3.65K -35 -1%
BI
617
Bramshill Investments
Florida
$286K – – –
MLL
618
Moody Lynn & Lieberson
Massachusetts
$284K – – –
CT
619
Coastline Trust
Rhode Island
$284K +$261K +2,500 New
PCP
620
Proficio Capital Partners
Massachusetts
$282K +$258K +2,478 New
FNBSF
621
First National Bank Sioux Falls
South Dakota
$282K +$259K +2,480 New
Capstone Investment Advisors
622
Capstone Investment Advisors
New York
$280K -$15.5M -148,654 -98%
CCA
623
Checchi Capital Advisers
California
$279K +$9.6K +92 +4%
I
624
INVST
Indiana
$277K +$238K +2,277 New
BC
625
Bridgefront Capital
Texas
$275K -$692K -6,629 -73%