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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
776
TCI Wealth Advisors
Arizona
$14K -$889 -5 -6%
GAM
777
Gemmer Asset Management
California
$14K – – –
FAM
778
Fred Alger Management
New York
$13K -$5.09M -28,639 -100%
SIM
779
Sonora Investment Management
Arizona
$13K – – –
SIS
780
Sound Income Strategies
Florida
$13K +$3.02K +17 +30%
CI
781
CX Institutional
Indiana
$13K +$12.6K +71 New
IFAM
782
Institutional & Family Asset Management
Colorado
$10K +$2.84K +16 +41%
AF
783
Advisornet Financial
Minnesota
$9K – – –
NPP
784
New Potomac Partners
Maryland
$9K – – –
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$9K – – –
DBT
786
Dubuque Bank & Trust
Iowa
$8K – – –
TJHA
787
Thomas J. Herzfeld Advisors
Florida
$8K – – –
WWM
788
Willingdon Wealth Management
North Carolina
$8K – – –
BWM
789
Baystate Wealth Management
Massachusetts
$7K – – –
TL
790
TrueWealth LLC
Georgia
$7K – – –
BL
791
Balentine LLC
Georgia
$6K – – –
JFGIW
792
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
RWM
793
Raffa Wealth Management
District of Columbia
$5.1K – – –
VNA
794
Valley National Advisers
Pennsylvania
$5K -$2.13K -12 -32%
OFW
795
Omnia Family Wealth
Florida
$5K – – –
PWM
796
PRW Wealth Management
Massachusetts
$5K – – –
CIA
797
CSat Investment Advisory
Michigan
$5K +$711 +4 +16%
ST
798
Sageworth Trust
Pennsylvania
$5K +$4.8K +27 New
CCM
799
Cribstone Capital Management
Maine
$4K -$10.7K -60 -71%
CHP
800
Cable Hill Partners
Oregon
$4K – – –