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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
GA
976
GoalVest Advisory
New York
$5K +$5.13K +36 New
RWM
977
Raffa Wealth Management
District of Columbia
$4.47K
BWM
978
BerganKDV Wealth Management
Minnesota
$4K
BAM
979
Byrne Asset Management
New Jersey
$4K
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$4K
FMP
981
Financial Management Professionals
Texas
$4K +$142 +1 +4%
TAM
982
Tucker Asset Management
Colorado
$3.29K -$3.85K -27 -52%
CAM
983
ClariVest Asset Management
California
$3K -$1.85K -13 -41%
BWL
984
Bogart Wealth LLC
Virginia
$3K
CWM
985
Cedar Wealth Management
California
$3K
MA
986
MCF Advisors
Kentucky
$3K +$3.13K +22 New
VCM
987
Versant Capital Management
Arizona
$2K -$285 -2 -14%
LWA
988
Lenox Wealth Advisors
New York
$2K -$142 -1 -6%
IBOK
989
Independence Bank of Kentucky
Kentucky
$2K
PWMG
990
Prestige Wealth Management Group
New Jersey
$2K
PMFA
991
Plante Moran Financial Advisors
Michigan
$2K +$1.71K +12 +600%
UFF
992
USA Financial Formulas
Michigan
$1K -$1.23M -8,648 -100%
CYG
993
Clean Yield Group
Vermont
$1K -$20.1K -141 -97%
JWA
994
JFS Wealth Advisors
Pennsylvania
$1K -$6.55K -46 -82%
GI
995
Gradient Investments
Minnesota
$1K
MTIC
996
Missouri Trust & Investment Company
Missouri
$1K
S
997
Surevest
California
$1K
TFM
998
TFC Financial Management
Massachusetts
$1K
PI
999
PEAK6 Investments
Illinois
$1K +$570 +4 New
ADL
1000
Asset Dedication LLC
California
$1K +$855 +6 New