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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1026
PFG Private Wealth Management
Florida
$3K – – –
PWMG
1027
Prestige Wealth Management Group
New Jersey
$3K – – –
LWA
1028
Lenox Wealth Advisors
New York
$3K +$2.29K +15 +1,500%
CWM
1029
Cedar Wealth Management
California
$3K +$3.05K +20 New
VCM
1030
Versant Capital Management
Arizona
$2K -$114K -750 -98%
SWA
1031
SOA Wealth Advisors
New York
$2K -$71.6K -469 -97%
IBOK
1032
Independence Bank of Kentucky
Kentucky
$2K – – –
MA
1033
Montag & Associates
Georgia
$2K – – –
TSW
1034
Thompson Siegel & Walmsley
Virginia
$2K – – –
M1FG
1035
Mach-1 Financial Group
Arkansas
$2K +$2.6K +17 New
GAM
1036
Gemmer Asset Management
California
$1K – – –
GI
1037
Gradient Investments
Minnesota
$1K – – –
TFM
1038
TFC Financial Management
Massachusetts
$1K – – –
AF
1039
Allworth Financial
California
$1K +$458 +3 +100%
Kayne Anderson Rudnick Investment Management
1040
Kayne Anderson Rudnick Investment Management
California
$1K +$763 +5 New
MTIC
1041
Missouri Trust & Investment Company
Missouri
$1K +$763 +5 New
CSWM
1042
Cassady Schiller Wealth Management
Ohio
$1K +$1.37K +9 New
S
1043
Surevest
California
$1K +$1.37K +9 New
AS
1044
Altshuler Shaham
Israel
– -$356M -2,331,852 Closed
ZP
1045
Zimmer Partners
New York
– -$68.8M -529,100 Closed
Balyasny Asset Management
1046
Balyasny Asset Management
Illinois
– -$50.8M -390,696 Closed
IECM
1047
Intrinsic Edge Capital Management
Illinois
– -$20.1M -155,000 Closed
PI
1048
PEAK6 Investments
Illinois
– -$17.1M -112,118 Closed
GAM
1049
Goldentree Asset Management
New York
– -$13.2M -101,421 Closed
Two Sigma Investments
1050
Two Sigma Investments
New York
– -$15.3M -100,007 Closed