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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
826
One Wealth Advisors
California
$242K +$231K +1,516 New
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$242K +$231K +1,516 New
EM
828
Excalibur Management
Massachusetts
$240K -$239K -1,564 -51%
SS
829
Sunbelt Securities
Texas
$240K -$34.2K -224 -12%
SRSA
830
S.R. Schill & Associates
Washington
$240K +$229K +1,500 New
Carson Wealth (CWM LLC)
831
Carson Wealth (CWM LLC)
Nebraska
$239K +$228K +1,495 New
IA
832
IFP Advisors
Florida
$238K -$57.8K -379 -20%
HCMG
833
Howard Capital Management Group
California
$238K +$227K +1,490 New
CS
834
Comerica Securities
Michigan
$238K +$228K +1,492 New
GCM
835
Graham Capital Management
Connecticut
$238K +$228K +1,492 New
IIA
836
IPG Investment Advisors
California
$237K +$226K +1,480 New
MWM
837
Mission Wealth Management
California
$236K -$207K -1,354 -48%
CA
838
Claro Advisors
Massachusetts
$236K +$225K +1,475 New
FB
839
First Bancorp
Maine
$235K +$224K +1,470 New
ZCM
840
Ziegler Capital Management
Illinois
$235K +$225K +1,473 New
ISWM
841
Independent Solutions Wealth Management
New York
$235K +$224K +1,468 New
SDWIA
842
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$224K +1,467 New
WT
843
Washington Trust
Rhode Island
$233K +$611 +4 +0.3%
CCIA
844
Cherry Creek Investment Advisors
Colorado
$231K +$220K +1,444 New
RC
845
RegentAtlantic Capital
New Jersey
$230K +$220K +1,439 New
VCM
846
Virtue Capital Management
Tennessee
$226K +$216K +1,417 New
CWM
847
C2C Wealth Management
Arizona
$225K +$215K +1,407 New
RIA
848
Realta Investment Advisors
Delaware
$222K +$212K +1,388 New
LCM
849
Logan Capital Management
Pennsylvania
$221K +$194K +1,271 +1,166%
WANY
850
Wealthspire Advisors (New York)
New York
$221K +$211K +1,385 New