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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
VC
776
Vicus Capital
Pennsylvania
$263K +$223K +1,844 New
TIAA Trust, National Association
777
TIAA Trust, National Association
North Carolina
$263K -$74.6K -617 -25%
SAG
778
SageView Advisory Group
California
$261K -$209K -1,725 -48%
ECM
779
Evergreen Capital Management
Washington
$261K -$333K -2,752 -60%
RPWA
780
Regent Peak Wealth Advisors
Georgia
$261K -$5.2K -43 -2%
EFG
781
Everhart Financial Group
Ohio
$257K +$218K +1,805 New
CCA
782
Clearwater Capital Advisors
Illinois
$257K +$218K +1,800 New
ASFA
783
All Season Financial Advisors
Colorado
$257K +$217K +1,799 New
V
784
ViaWealth
Kansas
$256K -$28K -232 -11%
MWM
785
Mission Wealth Management
California
$255K -$9.79K -81 -4%
SW
786
SkyOak Wealth
Michigan
$254K +$216K +1,784 New
WPP
787
Whalerock Point Partners
Rhode Island
$253K -$47K -389 -18%
GWMR
788
GC Wealth Management RIA
Massachusetts
$253K +$214K +1,771 New
VSQM
789
V-Square Quantitative Management
Illinois
$250K
CWM
790
Cabot Wealth Management
Massachusetts
$249K +$211K +1,745 New
KIG
791
Kessler Investment Group
Indiana
$249K +$211K +1,744 New
PFG
792
PAX Financial Group
Texas
$249K +$209K +1,726 New
AC
793
Avestar Capital
New York
$248K +$211K +1,742 New
CCA
794
Childress Capital Advisors
Texas
$248K +$211K +1,742 New
WEG
795
World Equity Group
Illinois
$248K +$211K +1,742 New
RI
796
Ridgewood Investments
New Jersey
$248K +$210K +1,739 New
NSIM
797
North Star Investment Management
Illinois
$247K -$1.21K -10 -0.6%
SIM
798
Sentry Investment Management
Wisconsin
$245K -$22.2K -184 -10%
SWIG
799
Strategic Wealth Investment Group
Kentucky
$243K +$206K +1,703 New
AHL
800
Abel Hall LLC
Louisiana
$243K +$206K +1,702 New