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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Congress Wealth Management
Massachusetts
$537K -$78.8K -498 -14%
KPWS
677
Kestra Private Wealth Services
Texas
$530K -$213K -1,348 -30%
FM
678
Foster & Motley
Ohio
$529K – – –
OAM
679
Ostrum Asset Management
France
$526K +$6.02K +38 +1%
UAG
680
United Advisor Group
Ohio
$525K +$5.54K +35 +1%
CK
681
Cohen Klingenstein
New York
$524K – – –
QCG
682
Quadrant Capital Group
Ohio
$523K -$6.65K -42 -1%
IIM
683
InTrack Investment Management
Vermont
$519K -$3.17K -20 -0.6%
DWM
684
Diversify Wealth Management
Utah
$515K +$13.8K +87 +3%
OP
685
ORG Partners
Indiana
$510K +$6.17K +39 +1%
LAIC
686
Lederer & Associates Investment Counsel
California
$508K – – –
MIM
687
Merrion Investment Management
New Jersey
$507K – – –
WCA
688
Westover Capital Advisors
Delaware
$507K – – –
RBC
689
Roble Belko & Company
Pennsylvania
$507K – – –
WPC
690
White Pine Capital
Minnesota
$507K -$32.5K -205 -6%
CIA
691
Capital Investment Advisors
Georgia
$506K +$76.5K +483 +19%
OIA
692
Optimum Investment Advisors
Illinois
$504K – – –
FNBSF
693
First National Bank Sioux Falls
South Dakota
$501K – – –
LS
694
Livforsakringsbolaget Skandia
Sweden
$499K +$380K +2,400 +433%
JSC
695
Jackson Square Capital
California
$499K – – –
Walleye Capital
696
Walleye Capital
New York
$495K -$123K -775 -21%
PCIA
697
Prime Capital Investment Advisors
Kansas
$494K -$1.11K -7 -0.2%
OFG
698
Oxford Financial Group
Indiana
$493K +$100K +632 +28%
SF
699
Summit Financial
New Jersey
$492K +$43.5K +275 +10%
SIA
700
Sage Investment Advisers
New York
$491K +$633 +4 +0.1%