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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
626
Joel Isaacson & Co
New York
$380K -$15.5K -130 -4%
CLOS
627
Compagnie Lombard Odier SCmA
Switzerland
$380K
TPA
628
Trivium Point Advisory
Connecticut
$379K +$43.6K +365 +12%
EPA
629
Element Pointe Advisors
Florida
$373K
SACTSONJ
630
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$370K
JIC
631
Johnson Investment Counsel
Ohio
$369K -$15.2K -127 -4%
PMA
632
Prudent Man Advisors
Illinois
$369K
TFA
633
Tobias Financial Advisors
Florida
$368K +$4.78K +40 +1%
Bank Julius Baer & Co
634
Bank Julius Baer & Co
Switzerland
$367K -$21.4K -179 -5%
GLA
635
Good Life Advisors
Pennsylvania
$367K +$26.5K +222 +7%
QI
636
Qtron Investments
Massachusetts
$364K -$153K -1,279 -28%
AMR
637
Asset Management Resources
Massachusetts
$364K +$955 +8 +0.2%
SS
638
Sunbelt Securities
Texas
$362K +$100K +841 +33%
FCM
639
Fourpath Capital Management
Oklahoma
$361K
SC
640
Schulhoff & Co
Ohio
$358K +$21.5K +180 +6%
RSWM
641
Robertson Stephens Wealth Management
California
$356K +$380K +3,182 New
PCIA
642
Prime Capital Investment Advisors
Kansas
$355K +$379K +3,174 New
BSW
643
Buckingham Strategic Wealth
Missouri
$355K
BP
644
Ballentine Partners
Massachusetts
$351K +$27.9K +234 +8%
LAIC
645
Lederer & Associates Investment Counsel
California
$351K
PWM
646
Perigon Wealth Management
California
$350K -$86.8K -727 -19%
CK
647
Cohen Klingenstein
New York
$347K
CAM
648
CenterStar Asset Management
Illinois
$346K +$369K +3,089 New
AWM
649
Axxcess Wealth Management
California
$346K
LOAMS
650
Lombard Odier Asset Management (Switzerland)
Switzerland
$345K +$142K +1,189 +63%