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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BP
801
Ballentine Partners
Massachusetts
$243K +$11.5K +81 +5%
AF
802
Advisornet Financial
Minnesota
$242K +$177K +1,241 +207%
MWM
803
Modera Wealth Management
New Jersey
$240K +$1.71K +12 +0.7%
WG
804
Welch Group
Alabama
$238K +$258K +1,809 New
CCA
805
Clearwater Capital Advisors
Illinois
$237K – – –
ER
806
Enlightenment Research
Florida
$237K +$256K +1,800 New
PMA
807
Prudent Man Advisors
Illinois
$236K -$1.71K -12 -0.7%
CWM
808
Cabot Wealth Management
Massachusetts
$236K – – –
CA
809
Claro Advisors
Massachusetts
$236K – – –
TIM
810
Thompson Investment Management
Wisconsin
$232K -$4.85M -34,071 -95%
BFPW
811
BOK Financial Private Wealth
Colorado
$232K +$14.7K +103 +6%
GLA
812
Good Life Advisors
Pennsylvania
$231K +$27.9K +196 +13%
MWM
813
Mission Wealth Management
California
$231K +$40K +281 +19%
CT
814
Coastline Trust
Rhode Island
$230K -$107K -750 -30%
BWA
815
BDO Wealth Advisors
Florida
$230K +$570 +4 +0.2%
IAIM
816
International Assets Investment Management
Florida
$230K +$11K +77 +5%
CIBC Private Wealth Group
817
CIBC Private Wealth Group
Georgia
$229K -$40.6K -285 -14%
AWM
818
Affinity Wealth Management
Delaware
$227K -$39.3K -276 -14%
LB
819
Leo Brokerage
Texas
$227K +$245K +1,722 New
EWM
820
Empirical Wealth Management
Washington
$222K -$9.83K -69 -4%
WPW
821
Warther Private Wealth
Ohio
$221K -$19.5K -137 -8%
FPCP
822
Fort Point Capital Partners
California
$220K +$238K +1,672 New
MWPCG
823
Measured Wealth Private Client Group
New Hampshire
$220K +$239K +1,675 New
PCA
824
Personal Capital Advisors
California
$219K +$237K +1,663 New
BSW
825
Buckingham Strategic Wealth
Missouri
$218K -$100K -702 -30%