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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
826
Kaizen Financial Strategies
California
$251K +$1.83K +12 +0.8%
GLA
827
Good Life Advisors
Pennsylvania
$250K -$20.6K -135 -8%
HCM
828
Hutchinson Capital Management
California
$246K -$28.2K -185 -11%
BC
829
Burleson & Co
California
$246K – – –
IAP
830
Indie Asset Partners
Indiana
$246K +$235K +1,538 New
Group One Trading
831
Group One Trading
Illinois
$244K -$3.33M -21,793 -93%
OWA
832
One Wealth Advisors
California
$242K +$231K +1,516 New
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$242K +$231K +1,516 New
EM
834
Excalibur Management
Massachusetts
$240K -$239K -1,564 -51%
SS
835
Sunbelt Securities
Texas
$240K -$34.2K -224 -12%
SRSA
836
S.R. Schill & Associates
Washington
$240K +$229K +1,500 New
Carson Wealth (CWM LLC)
837
Carson Wealth (CWM LLC)
Nebraska
$239K +$228K +1,495 New
IA
838
IFP Advisors
Florida
$238K -$57.8K -379 -20%
HCMG
839
Howard Capital Management Group
California
$238K +$227K +1,490 New
CS
840
Comerica Securities
Michigan
$238K +$228K +1,492 New
GCM
841
Graham Capital Management
Connecticut
$238K +$228K +1,492 New
IIA
842
IPG Investment Advisors
California
$237K +$226K +1,480 New
MWM
843
Mission Wealth Management
California
$236K -$207K -1,354 -48%
CA
844
Claro Advisors
Massachusetts
$236K +$225K +1,475 New
FB
845
First Bancorp
Maine
$235K +$224K +1,470 New
ZCM
846
Ziegler Capital Management
Illinois
$235K +$225K +1,473 New
ISWM
847
Independent Solutions Wealth Management
New York
$235K +$224K +1,468 New
SDWIA
848
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$224K +1,467 New
WT
849
Washington Trust
Rhode Island
$233K +$611 +4 +0.3%
CCIA
850
Cherry Creek Investment Advisors
Colorado
$231K +$220K +1,444 New