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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CK
676
Cohen Klingenstein
New York
$294K – – –
CGL
677
Clarius Group LLC
Washington
$293K +$25.3K +221 +8%
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$291K -$110K -964 -24%
SIC
679
Salem Investment Counselors
North Carolina
$291K +$7.79K +68 +2%
Brown Advisory
680
Brown Advisory
Maryland
$289K -$155K -1,350 -31%
TPA
681
Trivium Point Advisory
Connecticut
$288K -$439K -3,828 -57%
FCMT
682
Founders Capital Management (Texas)
Texas
$287K – – –
OWA
683
Octavia Wealth Advisors
Ohio
$285K -$2.29K -20 -0.7%
WCA
684
Westover Capital Advisors
Delaware
$285K – – –
ICA
685
Infrastructure Capital Advisors
New York
$285K +$45.8K +400 +15%
LAIC
686
Lederer & Associates Investment Counsel
California
$283K -$38K -332 -10%
PCMM
687
Piedmont Capital Management (Montana)
Montana
$282K +$458 +4 +0.1%
HCM
688
Hodges Capital Management
Texas
$280K +$45.7K +399 +16%
MGIM
689
M&G Investment Management
United Kingdom
$278K -$49.4K -431 -13%
MOS
690
MGO One Seven
Ohio
$277K -$696K -6,070 -68%
MHS
691
M Holdings Securities
Oregon
$277K -$11.3K -99 -3%
EH
692
Equitable Holdings
New York
$273K +$329K +2,872 New
VIM
693
VELA Investment Management
Ohio
$272K +$328K +2,864 New
WA
694
Waddell & Associates
Tennessee
$269K +$110K +960 +51%
MSWMA
695
Market Street Wealth Management Advisors
Indiana
$268K – – –
GAM
696
Griffin Asset Management
New York
$268K +$323K +2,822 New
AWA
697
Arkadios Wealth Advisors
Georgia
$266K -$19.3K -168 -6%
MPAM
698
Murphy Pohlad Asset Management
Minnesota
$266K +$322K +2,810 New
HI
699
Horizon Investments
North Carolina
$265K -$25.4K -222 -7%
SS
700
Sunbelt Securities
Texas
$265K +$48.9K +427 +18%