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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
MW
751
MBL Wealth
North Carolina
$295K +$319K +2,240 New
HH
752
Hilltop Holdings
Texas
$294K +$319K +2,237 New
FAIM
753
Financial Advocates Investment Management
Washington
$292K +$316K +2,215 New
EI
754
EDMP Inc
Florida
$291K – – –
RT
755
Rockland Trust
Massachusetts
$291K – – –
MAM
756
Morse Asset Management
Connecticut
$290K -$1.5M -10,545 -83%
SC
757
Schulhoff & Co
Ohio
$289K – – –
GWM
758
Greenwich Wealth Management
Connecticut
$289K +$132K +930 +74%
IA
759
IFG Advisory
Georgia
$286K -$75.5K -530 -20%
NCM
760
Novare Capital Management
North Carolina
$284K +$71.5K +502 +30%
MCM
761
Manchester Capital Management
Vermont
$283K -$137K -965 -31%
FDS
762
First Dallas Securities
Texas
$283K -$7.12K -50 -2%
SDH
763
Sloy Dahl & Holst
Washington
$281K – – –
Carson Wealth (CWM LLC)
764
Carson Wealth (CWM LLC)
Nebraska
$281K +$91.5K +642 +43%
ZCA
765
Zeke Capital Advisors
Pennsylvania
$279K +$302K +2,118 New
WPP
766
Whalerock Point Partners
Rhode Island
$279K – – –
KA
767
Kercheville Advisors
Texas
$276K +$7.12K +50 +2%
FAFN
768
First Affirmative Financial Network
Colorado
$272K -$6.55K -46 -2%
FWM
769
Focused Wealth Management
New York
$272K +$142 +1 +0%
CWM
770
Congress Wealth Management
Massachusetts
$270K -$5.27K -37 -2%
NP
771
Ninepoint Partners
Ontario, Canada
$267K -$63.8K -448 -18%
MWM
772
Minot Wealth Management
Massachusetts
$267K -$13.5K -95 -4%
FB
773
First Bancorp
Maine
$266K +$78.4K +550 +37%
RFC
774
Regions Financial Corp
Alabama
$266K +$105K +737 +57%
SS
775
Simplicity Solutions
Minnesota
$265K -$356K -2,498 -55%