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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
626
Longfellow Investment Management
Massachusetts
$381K – – –
RFC
627
Regions Financial Corp
Alabama
$381K -$66.4K -556 -14%
JIC
628
Joel Isaacson & Co
New York
$380K -$15.5K -130 -4%
CLOS
629
Compagnie Lombard Odier SCmA
Switzerland
$380K – – –
TPA
630
Trivium Point Advisory
Connecticut
$379K +$43.6K +365 +12%
EPA
631
Element Pointe Advisors
Florida
$373K – – –
SACTSONJ
632
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$370K – – –
JIC
633
Johnson Investment Counsel
Ohio
$369K -$15.2K -127 -4%
PMA
634
Prudent Man Advisors
Illinois
$369K – – –
TFA
635
Tobias Financial Advisors
Florida
$368K +$4.78K +40 +1%
Bank Julius Baer & Co
636
Bank Julius Baer & Co
Switzerland
$367K -$21.4K -179 -5%
GLA
637
Good Life Advisors
Pennsylvania
$367K +$26.5K +222 +7%
QI
638
Qtron Investments
Massachusetts
$364K -$153K -1,279 -28%
AMR
639
Asset Management Resources
Massachusetts
$364K +$955 +8 +0.2%
SS
640
Sunbelt Securities
Texas
$362K +$100K +841 +33%
FCM
641
Fourpath Capital Management
Oklahoma
$361K – – –
SC
642
Schulhoff & Co
Ohio
$358K +$21.5K +180 +6%
RSWM
643
Robertson Stephens Wealth Management
California
$356K +$380K +3,182 New
PCIA
644
Prime Capital Investment Advisors
Kansas
$355K +$379K +3,174 New
BSW
645
Buckingham Strategic Wealth
Missouri
$355K – – –
BP
646
Ballentine Partners
Massachusetts
$351K +$27.9K +234 +8%
LAIC
647
Lederer & Associates Investment Counsel
California
$351K – – –
PWM
648
Perigon Wealth Management
California
$350K -$86.8K -727 -19%
CK
649
Cohen Klingenstein
New York
$347K – – –
CAM
650
CenterStar Asset Management
Illinois
$346K +$369K +3,089 New