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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
726
Secure Asset Management
Michigan
$228K -$13.3K -102 -5%
WTB
727
Washington Trust Bank
Washington
$226K +$226K +1,740 New
HCM
728
Hutchinson Capital Management
California
$224K – – –
BP
729
Ballentine Partners
Massachusetts
$223K +$7.94K +61 +4%
IAN
730
Integrated Advisors Network
Texas
$222K -$481K -3,695 -68%
S
731
Seeyond
France
$222K -$373K -2,866 -63%
GLA
732
Good Life Advisors
Pennsylvania
$221K – – –
CW
733
CreativeOne Wealth
Kansas
$219K -$13.3K -102 -6%
DWT
734
Dorsey & Whitney Trust
South Dakota
$218K – – –
EH
735
EMG Holdings
Connecticut
$214K +$216K +1,658 New
CSIC
736
Clifford Swan Investment Counsel
California
$213K +$186K +1,427 New
MCP
737
Mirador Capital Partners
California
$213K +$214K +1,642 New
FFG
738
Ford Financial Group
California
$210K +$207K +1,590 +5,300%
IAIM
739
International Assets Investment Management
Florida
$209K -$32.8K -252 -14%
AC
740
Avestar Capital
New York
$209K – – –
DAC
741
Dividend Assets Capital
South Carolina
$208K – – –
CIP
742
Convergence Investment Partners
Florida
$207K -$135K -1,039 -39%
HVIA
743
Hudson Valley Investment Advisors
New York
$206K +$206K +1,583 New
RC
744
Rovin Capital
Arizona
$204K +$1.43K +11 +0.7%
KFS
745
Kaizen Financial Strategies
California
$203K +$203K +1,561 New
BC
746
Burleson & Co
California
$200K – – –
ICA
747
Infrastructure Capital Advisors
New York
$200K +$195K +1,501 New
WT
748
Washington Trust
Rhode Island
$189K – – –
HIA
749
Harbor Investment Advisory
Maryland
$182K +$6.64K +51 +4%
HI
750
Harbour Investments
Wisconsin
$175K +$30.3K +233 +21%