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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
801
Piedmont Capital Management (Montana)
Montana
$322K -$162K -1,026 -36%
CL
802
CSS LLC
Illinois
$321K +$301K +1,900 New
IAP
803
Indie Asset Partners
Indiana
$321K +$1.27K +8 +0.4%
FMLI
804
Fukoku Mutual Life Insurance
Japan
$319K
PA
805
Pinnacle Associates
New York
$314K -$124K -786 -26%
MCA
806
Magnolia Capital Advisors
Mississippi
$313K +$293K +1,853 New
EWA
807
EP Wealth Advisors
California
$313K +$65.4K +413 +29%
Vontobel Holding
808
Vontobel Holding
Switzerland
$310K +$291K +1,836 New
AAM
809
Augustine Asset Management
Florida
$308K -$6.17K -39 -2%
RPWA
810
Regent Peak Wealth Advisors
Georgia
$308K -$3.17K -20 -1%
MWM
811
Mission Wealth Management
California
$307K +$57.9K +366 +25%
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$306K +$130K +823 +83%
SIC
813
Samalin Investment Counsel
New York
$305K -$21.1K -133 -7%
BW
814
Bison Wealth
Georgia
$305K -$28.8K -182 -9%
ASBI
815
American State Bank (Iowa)
Iowa
$305K
TC
816
Trust Company
Kansas
$303K -$201K -1,269 -41%
SAG
817
SageView Advisory Group
California
$303K -$26.6K -168 -9%
LIA
818
LS Investment Advisors
Michigan
$301K +$282K +1,781 New
RFC
819
Regions Financial Corp
Alabama
$301K +$15.4K +97 +6%
WPP
820
Whalerock Point Partners
Rhode Island
$300K
LTI
821
Laffer Tengler Investments
Tennessee
$298K
OL
822
Optas LLC
Texas
$298K +$67.6K +427 +32%
SCM
823
Shelton Capital Management
Colorado
$298K -$26.4K -167 -9%
CWM
824
Cabot Wealth Management
Massachusetts
$295K
CI Investments Inc
825
CI Investments Inc
Ontario, Canada
$294K +$81.2K +513 +42%