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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
826
Bragg Financial Advisors
North Carolina
$435K -$68.7K -334 -15%
ORC
827
O'Rourke & Company
Massachusetts
$433K +$1.85K +9 +0.5%
QWP
828
Quotient Wealth Partners
Texas
$431K +$10.5K +51 +3%
FB
829
Fulton Bank
Pennsylvania
$431K – – –
GP
830
Guardian Partners
Canada
$429K -$8.64K -42 -2%
NSIM
831
North Star Investment Management
Illinois
$425K +$412 +2 +0.1%
RPWA
832
Regent Peak Wealth Advisors
Georgia
$424K +$8.44K +41 +2%
PCG
833
Prosperity Consulting Group
Maryland
$424K +$58.2K +283 +18%
GAM
834
Groupama Asset Management
France
$424K – – –
SAM
835
Sagewood Asset Management
New York
$424K +$103K +502 +36%
PFC
836
Phocas Financial Corp
California
$423K -$82.7K -402 -18%
TFIPS
837
Towarzystwo Funduszy Inwestycyjnych PZU SA
$423K +$28.8K +140 +8%
PCM
838
Penserra Capital Management
California
$422K +$10.1K +49 +3%
FB
839
First Bancorp
Maine
$420K – – –
KCM
840
Kathmere Capital Management
Pennsylvania
$420K +$132K +641 +52%
MJRIC
841
Mogy Joel R Investment Counsel
California
$419K -$92.6K -450 -19%
RCA
842
Resonant Capital Advisors
Wisconsin
$419K +$18.5K +90 +5%
CRWM
843
Castle Rock Wealth Management
California
$419K +$412 +2 +0.1%
PFA
844
Pure Financial Advisors
California
$417K +$22.2K +108 +6%
AAIM
845
American Assets Investment Management
California
$412K – – –
LI
846
LRI Investments
Florida
$410K -$7.82K -38 -2%
1WA
847
180 Wealth Advisors
Washington
$410K -$8.23K -40 -2%
AU
848
AlphaGrep UK
$407K -$144K -700 -28%
Envestnet Portfolio Solutions
849
Envestnet Portfolio Solutions
Illinois
$407K -$513K -2,493 -58%
HA
850
Huntleigh Advisors
Missouri
$406K – – –