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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1201
Wood Tarver Financial Group
Idaho
$1K – – –
MSWA
1202
Marshall & Sterling Wealth Advisors
New York
$964 – – –
ACA
1203
American Capital Advisory
Idaho
$804 -$158 -1 -17%
CWM
1204
Copia Wealth Management
Oregon
$804 – – –
YP
1205
YANKCOM Partnership
South Dakota
$804 – – –
IAS
1206
IMA Advisory Services
Colorado
$804 +$790 +5 New
PWAM
1207
Private Wealth Asset Management
Iowa
$322 -$1.42K -9 -82%
PMFA
1208
Plante Moran Financial Advisors
Michigan
$322 – – –
TFA
1209
Transamerica Financial Advisors
Florida
$239 – – –
LFA
1210
LGT Financial Advisors
Texas
$163 +$158 +1 New
RJA
1211
Ross\Johnson & Associates
Minnesota
$161 – – –
RPA
1212
Redwood Park Advisors
California
$161 +$158 +1 New
RWS
1213
Retirement Wealth Solutions
Wisconsin
$68 – – –
Fuller & Thaler Asset Management
1214
Fuller & Thaler Asset Management
California
$2 – – –
Parnassus Investments
1215
Parnassus Investments
California
– -$111M -670,528 Closed
LIP
1216
Lighthouse Investment Partners
Florida
– -$19.9M -120,000 Closed
Nomura Holdings
1217
Nomura Holdings
Japan
– -$12.7M -76,407 Closed
CF
1218
Corebridge Financial
Texas
– -$12.6M -75,806 Closed
FA
1219
Fiduciary Alliance
South Carolina
– -$4.79M -28,864 Closed
GCM
1220
Greenland Capital Management
New York
– -$4.01M -24,134 Closed
Renaissance Technologies
1221
Renaissance Technologies
New York
– -$3.59M -21,600 Closed
Walleye Capital
1222
Walleye Capital
New York
– -$2.86M -17,246 Closed
AG
1223
Algert Global
California
– -$2.59M -15,606 Closed
AG
1224
AIA Group
Hong Kong
– -$1.83M -11,000 Closed
WCA
1225
Waratah Capital Advisors
Ontario, Canada
– -$1.78M -10,726 Closed