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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
726
Stratos Wealth Partners
Ohio
$261K -$60.7K -557 -20%
SFC
727
Strategic Financial Concepts
Texas
$260K -$9.04K -83 -4%
STA
728
Summit Trail Advisors
New York
$260K +$245K +2,251 New
MCC
729
Malaga Cove Capital
California
$260K
SFG
730
Socha Financial Group
New York
$260K
LWM
731
LJI Wealth Management
Indiana
$258K
RWA
732
Redhawk Wealth Advisors
Minnesota
$257K +$243K +2,228 New
GS
733
GTS Securities
Florida
$257K +$242K +2,224 New
NCM
734
Novare Capital Management
North Carolina
$255K
PA
735
Pinnacle Associates
New York
$255K -$3.49K -32 -1%
BL
736
Balentine LLC
Georgia
$252K +$30.6K +281 +15%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$252K
KFP
738
KMG Fiduciary Partners
Ohio
$251K -$177K -1,629 -43%
WPP
739
Whalerock Point Partners
Rhode Island
$250K +$5.01K +46 +2%
V
740
ViaWealth
Kansas
$248K +$2.29K +21 +1%
AWM
741
Affinity Wealth Management
Delaware
$248K +$17.4K +160 +8%
SIM
742
Sentry Investment Management
Wisconsin
$247K
GWCM
743
Godshalk Welsh Capital Management
Pennsylvania
$245K
HPM
744
Hoxton Planning & Management
West Virginia
$245K -$12.3K -113 -5%
SFS
745
Stiles Financial Services
Minnesota
$242K -$13K -119 -5%
SCM
746
Shelton Capital Management
Colorado
$241K
CAS
747
CTC Alternative Strategies
Illinois
$241K +$227K +2,085 New
OFG
748
Oxford Financial Group
Indiana
$240K +$11K +101 +5%
MF
749
Manchester Financial
California
$239K
Parallax Volatility Advisers
750
Parallax Volatility Advisers
California
$237K +$224K +2,053 New