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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMA
801
Prudent Man Advisors
Illinois
$236K -$1.71K -12 -0.7%
CWM
802
Cabot Wealth Management
Massachusetts
$236K
CA
803
Claro Advisors
Massachusetts
$236K
TIM
804
Thompson Investment Management
Wisconsin
$232K -$4.85M -34,071 -95%
BFPW
805
BOK Financial Private Wealth
Colorado
$232K +$14.7K +103 +6%
GLA
806
Good Life Advisors
Pennsylvania
$231K +$27.9K +196 +13%
MWM
807
Mission Wealth Management
California
$231K +$40K +281 +19%
CT
808
Coastline Trust
Rhode Island
$230K -$107K -750 -30%
BWA
809
BDO Wealth Advisors
Florida
$230K +$570 +4 +0.2%
IAIM
810
International Assets Investment Management
Florida
$230K +$11K +77 +5%
CIBC Private Wealth Group
811
CIBC Private Wealth Group
Georgia
$229K -$40.6K -285 -14%
AWM
812
Affinity Wealth Management
Delaware
$227K -$39.3K -276 -14%
LB
813
Leo Brokerage
Texas
$227K +$245K +1,722 New
EWM
814
Empirical Wealth Management
Washington
$222K -$9.83K -69 -4%
WPW
815
Warther Private Wealth
Ohio
$221K -$19.5K -137 -8%
FPCP
816
Fort Point Capital Partners
California
$220K +$238K +1,672 New
MWPCG
817
Measured Wealth Private Client Group
New Hampshire
$220K +$239K +1,675 New
PCA
818
Personal Capital Advisors
California
$219K +$237K +1,663 New
BSW
819
Buckingham Strategic Wealth
Missouri
$218K -$100K -702 -30%
AC
820
Avestar Capital
New York
$218K +$7.41K +52 +3%
IA
821
Inspire Advisors
Idaho
$213K +$231K +1,618 New
DAC
822
Dividend Assets Capital
South Carolina
$210K
CWM
823
ClientFirst Wealth Management
Arkansas
$209K
KFS
824
Kaizen Financial Strategies
California
$209K +$2.28K +16 +1%
T
825
TOBAM
France
$207K -$60.4K -424 -21%