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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
701
Cordasco Financial Network
Florida
$38K -$58.1K -325 -59%
SWM
702
SeaCrest Wealth Management
New York
$38K -$536 -3 -1%
FPFS
703
First Personal Financial Services
North Carolina
$38K +$10.9K +61 +37%
FC
704
Ferris Capital
Massachusetts
$37K -$1.25K -7 -3%
WANY
705
Wealthspire Advisors (New York)
New York
$37K +$39.5K +221 New
BBHC
706
Brown Brothers Harriman & Co
New York
$35K +$37K +207 New
LC
707
Lindbrook Capital
California
$35K +$37.9K +212 New
AWM
708
AllSquare Wealth Management
New York
$34K – – –
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$34K – – –
PFBT
710
Parkside Financial Bank & Trust
Missouri
$30K +$3.04K +17 +11%
LFA
711
Legacy Financial Advisors
Kentucky
$29K -$5.01K -28 -14%
BWM
712
BerganKDV Wealth Management
Minnesota
$29K +$179 +1 +0.6%
CB
713
Community Bank
New York
$28K +$29.9K +167 New
AP
714
Atwood & Palmer
Missouri
$26K – – –
FPS
715
Fieldpoint Private Securities
Connecticut
$26K – – –
FCA
716
FinTrust Capital Advisors
South Carolina
$26K – – –
RWA
717
Ropes Wealth Advisors
Massachusetts
$26K – – –
JG
718
Jefferies Group
New York
$25K -$4.84M -27,070 -99%
EARNEST Partners
719
EARNEST Partners
Georgia
$25K – – –
CAC
720
Certified Advisory Corp
Florida
$25K +$358 +2 +1%
AC
721
Avestar Capital
New York
$25K +$5.72K +32 +24%
CIAS
722
Capital Investment Advisory Services
North Carolina
$25K +$26.8K +150 New
CFG
723
Citizens Financial Group
Rhode Island
$23K – – –
BAM
724
Bruderman Asset Management
New York
$23K +$24K +134 New
NIM
725
NuWave Investment Management
New Jersey
$22K -$56.1K -314 -71%