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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
RT
751
Rockland Trust
Massachusetts
$237K
WDC
752
Woodward Diversified Capital
California
$236K
WP
753
WealthSource Partners
California
$235K -$19.2K -176 -8%
FT
754
Fiduciary Trust
Massachusetts
$234K -$601K -5,519 -73%
EI
755
EDMP Inc
Florida
$232K -$7.95K -73 -4%
ASBI
756
American State Bank (Iowa)
Iowa
$229K
Empower Advisory Group
757
Empower Advisory Group
Colorado
$229K -$7.19K -66 -3%
RCA
758
Resonant Capital Advisors
Wisconsin
$229K +$216K +1,980 New
RPWA
759
Regent Peak Wealth Advisors
Georgia
$227K -$545 -5 -0.3%
MLA
760
My Legacy Advisors
Oregon
$225K +$2.18K +20 +1%
NP
761
NorthRock Partners
Minnesota
$223K +$6.97K +64 +3%
AWM
762
Apollon Wealth Management
South Carolina
$221K -$29.6K -272 -12%
BW
763
Bison Wealth
Georgia
$219K +$207K +1,897 New
JWCA
764
J.W. Cole Advisors
Florida
$219K -$175K -1,607 -46%
CIA
765
Cladis Investment Advisory
Montana
$218K -$10.9K -100 -5%
VFIC
766
Valley Forge Investment Consultants
Pennsylvania
$217K
NB
767
NBT Bank
New York
$216K -$2.94K -27 -1%
ANBT
768
American National Bank & Trust
Texas
$216K +$163K +1,500 +408%
BWA
769
BDO Wealth Advisors
Florida
$215K +$24K +220 +13%
RWA
770
Rooted Wealth Advisors
Illinois
$215K +$198K +1,816 New
LFA
771
Legacy Financial Advisors
Kentucky
$214K +$202K +1,852 New
HT
772
Heritage Trust
Oklahoma
$214K +$201K +1,849 New
VC
773
Vicus Capital
Pennsylvania
$213K -$4.68K -43 -2%
MWM
774
Mission Wealth Management
California
$213K -$6.64K -61 -3%
HG
775
Herbst Group
Connecticut
$212K -$21.8K -200 -10%