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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CM
701
Capula Management
Cayman Islands
$408K +$15.3K +104 +4%
NS
702
NBC Securities
Alabama
$407K +$589 +4 +0.1%
GJIA
703
Glass Jacobson Investment Advisors
Maryland
$406K – – –
SWP
704
Stratos Wealth Partners
Ohio
$406K -$1.31M -8,875 -77%
Massachusetts Financial Services
705
Massachusetts Financial Services
Massachusetts
$405K -$1.06M -7,168 -73%
BFS
706
Bradley Foster & Sargent
Connecticut
$400K – – –
SF
707
Summit Financial
New Jersey
$400K +$388K +2,636 New
RPC
708
Rossmore Private Capital
Connecticut
$395K -$162K -1,100 -30%
AC
709
Avestar Capital
New York
$391K +$58.2K +395 +18%
KFS
710
Kaizen Financial Strategies
California
$388K +$8.1K +55 +2%
OWA
711
Octavia Wealth Advisors
Ohio
$388K -$295 -2 -0.1%
MIM
712
Morningstar Investment Management
Illinois
$386K -$120K -812 -24%
SWA
713
Stratos Wealth Advisors
Ohio
$383K +$2.5K +17 +0.7%
CP
714
Camelot Portfolios
Ohio
$382K +$122K +830 +49%
WG
715
Welch Group
Alabama
$382K +$295 +2 +0.1%
CIA
716
Capital Investment Advisors
Georgia
$381K -$7.96K -54 -2%
TAM
717
Titleist Asset Management
Texas
$380K -$64.2K -436 -15%
FSA
718
Financial Sense Advisors
California
$380K – – –
MLL
719
Moody Lynn & Lieberson
Massachusetts
$380K – – –
SCM
720
Schnieders Capital Management
California
$379K – – –
VC
721
Vicus Capital
Pennsylvania
$377K +$62.6K +425 +21%
EFG
722
Embree Financial Group
Illinois
$377K -$92.7K -629 -20%
LFA
723
Legacy Financial Advisors
Kentucky
$374K +$15.3K +104 +4%
BFS
724
Bard Financial Services
Connecticut
$373K – – –
FCI
725
Financial Counselors Inc
Kansas
$369K +$358K +2,431 New