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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$2K -$58.2K -928 -97%
CI
652
CX Institutional
Indiana
$2K -$6.71K -107 -80%
DCM
653
Davis Capital Management
Florida
$2K – – –
JFA
654
JNBA Financial Advisors
Minnesota
$2K – – –
GC
655
Globeflex Capital
California
$2K +$1.44K +23 +256%
EWM
656
Endurance Wealth Management
Rhode Island
$2K +$1.57K +25 New
LFG
657
Larson Financial Group
Missouri
$2K +$2.2K +35 New
RWM
658
Raffa Wealth Management
District of Columbia
$1.92K – – –
PW
659
Price Wealth
Texas
$1K -$3.89K -62 -79%
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$1.76K -28 -67%
BBHC
661
Brown Brothers Harriman & Co
New York
$1K -$565 -9 -50%
IWP
662
IAG Wealth Partners
Wisconsin
$1K -$502 -8 -62%
BWM
663
Baystate Wealth Management
Massachusetts
$1K – – –
LWM
664
Liberty Wealth Management
California
$1K – – –
LAS
665
Lloyd Advisory Services
Georgia
$1K – – –
SWM
666
Selective Wealth Management
Virginia
$1K – – –
WLPWM
667
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
TFA
668
Transamerica Financial Advisors
Florida
$1K +$63 +1 New
HS
669
Horan Securities
United States
$1K +$753 +12 New
NC
670
NewSquare Capital
Pennsylvania
$1K +$878 +14 New
PMFA
671
Plante Moran Financial Advisors
Michigan
$1K +$1.07K +17 +850%
EWM
672
Edge Wealth Management
New York
$1K +$1.25K +20 New
Barrow, Hanley, Mewhinney & Strauss
673
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$110M -1,999,198 Closed
Massachusetts Financial Services
674
Massachusetts Financial Services
Massachusetts
– -$82.5M -1,504,412 Closed
Renaissance Technologies
675
Renaissance Technologies
New York
– -$55.1M -1,003,805 Closed