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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
701
Boston Family Office
Massachusetts
$256K +$15K +131 +5%
FDS
702
First Dallas Securities
Texas
$252K +$57.3K +500 +23%
Carson Wealth (CWM LLC)
703
Carson Wealth (CWM LLC)
Nebraska
$252K +$58.9K +514 +24%
UB
704
UMB Bank
Missouri
$250K -$5.73K -50 -2%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$250K +$35.5K +310 +13%
SC
706
Savant Capital
Illinois
$249K -$14.2K -124 -5%
AMR
707
Asset Management Resources
Massachusetts
$248K +$2.06K +18 +0.7%
IB
708
Intrust Bank
Kansas
$245K -$5.5K -48 -2%
TPCW
709
TD Private Client Wealth
New York
$245K -$2.06K -18 -0.7%
QCG
710
Quadrant Capital Group
Ohio
$244K -$9.51K -83 -3%
CS
711
Comerica Securities
Michigan
$243K +$77.8K +679 +36%
DS
712
DRW Securities
Illinois
$243K +$293K +2,555 New
SWA
713
Stratos Wealth Advisors
Ohio
$242K +$6.88K +60 +2%
CFGS
714
Concourse Financial Group Securities
Alabama
$239K -$32.2K -281 -10%
OPS
715
Orion Portfolio Solutions
Nebraska
$239K -$18.9K -165 -6%
MIM
716
Merrion Investment Management
New Jersey
$237K
MLL
717
Moody Lynn & Lieberson
Massachusetts
$237K
SIA
718
SkyView Investment Advisors
New Jersey
$237K +$1.03K +9 +0.4%
SS
719
Simplicity Solutions
Minnesota
$237K +$55.4K +483 +24%
FSA
720
Financial Sense Advisors
California
$237K +$287K +2,500 New
SWIG
721
Strategic Wealth Investment Group
Kentucky
$236K +$1.49K +13 +0.5%
SC
722
Schulhoff & Co
Ohio
$234K +$31.5K +275 +13%
RWB
723
RMR Wealth Builders
New Jersey
$233K -$179K -1,560 -39%
GLA
724
Good Life Advisors
Pennsylvania
$229K +$74.6K +651 +37%
PCP
725
Proficio Capital Partners
Massachusetts
$226K -$34.6K -302 -11%