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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
751
Stiles Financial Services
Minnesota
$341K +$326K +2,136 New
MWM
752
Minot Wealth Management
Massachusetts
$339K +$12.8K +84 +4%
WPP
753
Whalerock Point Partners
Rhode Island
$339K – – –
FAFN
754
First Affirmative Financial Network
Colorado
$338K +$20.1K +132 +7%
CWM
755
Congress Wealth Management
Massachusetts
$335K +$320K +2,097 New
SIA
756
SkyView Investment Advisors
New Jersey
$332K +$1.8M +11,823 New
FWM
757
Focused Wealth Management
New York
$330K – – –
JIC
758
Johnson Investment Counsel
Ohio
$330K +$316K +2,068 New
CW
759
CreativeOne Wealth
Kansas
$329K +$57.7K +378 +22%
KA
760
Kercheville Advisors
Texas
$328K +$313K +2,050 New
DWT
761
Dorsey & Whitney Trust
South Dakota
$327K +$60K +393 +23%
SFA
762
Sequoia Financial Advisors
Ohio
$326K +$311K +2,039 New
CGA
763
Crescent Grove Advisors
Illinois
$326K +$311K +2,040 New
CIBC Private Wealth Group
764
CIBC Private Wealth Group
Georgia
$323K +$309K +2,024 New
RCAG
765
Rehmann Capital Advisory Group
Michigan
$322K +$6.11K +40 +2%
T
766
TOBAM
France
$320K -$550K -3,602 -64%
ANI
767
American National Insurance
Texas
$317K -$1.26M -8,260 -81%
KPW
768
Kore Private Wealth
New York
$317K -$195K -1,280 -39%
LWM
769
Laidlaw Wealth Management
New York
$317K +$303K +1,982 New
CBA
770
Coastal Bridge Advisors
Connecticut
$317K +$303K +1,988 New
MA
771
Mutual Advisors
Nebraska
$316K +$10.2K +67 +4%
TPA
772
Trivium Point Advisory
Connecticut
$314K +$1.68K +11 +0.6%
FHA
773
First Horizon Advisors
Tennessee
$312K -$2.75K -18 -0.9%
KFP
774
KB Financial Partners
New Jersey
$312K +$298K +1,955 New
RPWA
775
Regent Peak Wealth Advisors
Georgia
$311K +$611 +4 +0.2%