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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
626
Peapack-Gladstone Financial Corp
New Jersey
$201K -$7.69K -43 -3%
AWM
627
Altium Wealth Management
New York
$200K +$213K +1,192 New
Capstone Investment Advisors
628
Capstone Investment Advisors
New York
$196K -$265K -1,485 -56%
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$189K +$3.58K +20 +2%
RFC
630
Regions Financial Corp
Alabama
$187K -$27.9K -156 -12%
NFG
631
Next Financial Group
Texas
$185K +$106K +595 +117%
RP
632
Rowlandmiller & Partners
Georgia
$176K – – –
M
633
Mirova
France
$175K +$187K +1,044 New
AW
634
Alpha Windward
Massachusetts
$174K -$27K -151 -13%
SFSIG
635
San Francisco Sentry Investment Group
California
$157K +$10.7K +60 +7%
AIM
636
Arcadia Investment Management
Michigan
$156K -$42K -235 -20%
AIM
637
Anchor Investment Management
South Carolina
$151K – – –
GLI
638
Guardian Life Insurance
New York
$146K – – –
FHA
639
First Horizon Advisors
Tennessee
$145K – – –
KA
640
Kaizen Advisory
Illinois
$144K +$26.1K +146 +21%
KPW
641
Kore Private Wealth
New York
$139K +$148K +826 New
AF
642
Arrow Financial
New York
$131K – – –
TVWM
643
Tower View Wealth Management
Wisconsin
$128K +$1.43K +8 +1%
MCM
644
MV Capital Management
Maryland
$126K – – –
Bessemer Group
645
Bessemer Group
New Jersey
$125K +$44.3K +248 +50%
AWM
646
Avior Wealth Management
Nebraska
$120K +$715 +4 +0.6%
ATC
647
Adirondack Trust Company
New York
$111K – – –
SIAG
648
Signet Investment Advisory Group
Rhode Island
$109K +$116K +650 New
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$107K – – –
IDBONY
650
Israel Discount Bank of New York
New York
$105K +$1.79K +10 +2%