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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
V
751
ViaWealth
Kansas
$238K +$16.1K +135 +7%
GWCM
752
Godshalk Welsh Capital Management
Pennsylvania
$238K – – –
WPP
753
Whalerock Point Partners
Rhode Island
$237K – – –
HPG
754
Harvest Portfolios Group
Ontario, Canada
$234K +$6.69K +56 +3%
EI
755
EDMP Inc
Florida
$233K – – –
SCM
756
Shelton Capital Management
Colorado
$233K – – –
CIC
757
Carnegie Investment Counsel
Ohio
$232K +$24.6K +206 +11%
MF
758
Manchester Financial
California
$231K – – –
Empower Advisory Group
759
Empower Advisory Group
Colorado
$230K +$245K +2,048 New
RT
760
Rockland Trust
Massachusetts
$230K – – –
WDC
761
Woodward Diversified Capital
California
$229K – – –
SG
762
Stonnington Group
California
$229K +$251K +2,104 New
HG
763
Herbst Group
Connecticut
$228K – – –
LWM
764
Laidlaw Wealth Management
New York
$224K +$239K +1,999 New
AWM
765
Affinity Wealth Management
Delaware
$222K +$16.2K +136 +7%
ASBI
766
American State Bank (Iowa)
Iowa
$222K – – –
OFG
767
Oxford Financial Group
Indiana
$222K +$4.78K +40 +2%
GL
768
Graypoint LLC
New York
$221K -$53.7K -450 -19%
RPWA
769
Regent Peak Wealth Advisors
Georgia
$220K -$478 -4 -0.2%
DWT
770
Dorsey & Whitney Trust
South Dakota
$220K -$17.4K -146 -7%
CWM
771
Connecticut Wealth Management
Connecticut
$220K +$235K +1,966 New
MM
772
MQS Management
New York
$220K +$235K +1,964 New
SIA
773
Schechter Investment Advisors
Michigan
$220K -$85.5K -716 -27%
MWM
774
Mission Wealth Management
California
$213K +$10.2K +85 +5%
BL
775
Balentine LLC
Georgia
$213K -$19.6K -164 -8%