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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
801
Resonant Capital Advisors
Wisconsin
$365K -$7.17K -41 -2%
FIM
802
Freedom Investment Management
Connecticut
$361K +$13.6K +78 +4%
CI
803
Conning Inc
Connecticut
$361K -$3.15K -18 -0.8%
RFC
804
Regions Financial Corp
Alabama
$359K +$3.67K +21 +1%
NCM
805
Novare Capital Management
North Carolina
$357K
KFS
806
Kaizen Financial Strategies
California
$357K +$4.72K +27 +1%
RFA
807
Resurgent Financial Advisors
Georgia
$351K -$46K -263 -11%
SWA
808
Stratos Wealth Advisors
Ohio
$346K -$4.02K -23 -1%
JFG
809
Jefferies Financial Group
New York
$346K -$32.3K -185 -8%
GIA
810
Gateway Investment Advisers
Ohio
$343K +$30.1K +172 +9%
SFC
811
Strategic Financial Concepts
Texas
$343K -$123K -702 -25%
BA
812
Bridgewater Associates
Connecticut
$342K +$154K +880 +75%
SWM
813
Spire Wealth Management
Virginia
$342K -$246K -1,408 -41%
RT
814
Rockland Trust
Massachusetts
$340K
BFS
815
Bard Financial Services
Connecticut
$339K -$29.7K -170 -8%
TIAA Trust, National Association
816
TIAA Trust, National Association
North Carolina
$337K +$89.1K +510 +34%
LI
817
Lafayette Investments
Maryland
$336K
MF
818
Manchester Financial
California
$336K
CFD
819
Creative Financial Designs
Indiana
$336K +$69.9K +400 +25%
FB
820
Fulton Bank
Pennsylvania
$334K
SAG
821
SageView Advisory Group
California
$334K +$5.24K +30 +2%
SIC
822
Samalin Investment Counsel
New York
$334K +$117K +667 +50%
APWA
823
Atlas Private Wealth Advisors
New Jersey
$333K +$1.4K +8 +0.4%
HKIMG
824
Hutchens & Kramer Investment Management Group
Indiana
$330K -$75.5K -432 -18%
CFO
825
Callan Family Office
Pennsylvania
$328K -$338K -1,933 -50%