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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1251
Cornerstone Financial Management
Massachusetts
$14.8K +$2.67K +13 +25%
EFMH
1252
E Fund Management (HK)
Hong Kong
$14.3K – – –
FLP
1253
Financial Life Planners
Arizona
$13.9K +$206 +1 +2%
FC
1254
Financial Consulate
Maryland
$13.7K +$412 +2 +3%
IFWM
1255
Institute for Wealth Management
Colorado
$13.4K +$12.3K +60 New
BFS
1256
Bare Financial Services
Pennsylvania
$13.2K +$5.76K +28 +90%
FFA
1257
Frazier Financial Advisors
Ohio
$13K – – –
SA
1258
Strategic Advocates
Utah
$12.7K -$2.26K -11 -16%
Kayne Anderson Rudnick Investment Management
1259
Kayne Anderson Rudnick Investment Management
California
$12.4K -$2.88K -14 -20%
LAM
1260
LOM Asset Management
$12.3K – – –
HFS
1261
Horizon Financial Services
North Carolina
$12.1K +$2.67K +13 +32%
IWM
1262
IMG Wealth Management
Florida
$12.1K +$3.29K +16 +42%
OC
1263
Oakworth Capital
Alabama
$11.6K – – –
PAI
1264
Pittenger & Anderson Inc
Nebraska
$11.6K – – –
BCWM
1265
Bartlett & Co Wealth Management
Ohio
$11.4K +$4.12K +20 +65%
KG
1266
Kilter Group
New York
$11.2K -$823 -4 -7%
BSB
1267
Bangor Savings Bank
Maine
$11.2K – – –
CTA
1268
Colonial Trust Advisors
South Carolina
$11.2K – – –
AP
1269
Aspect Partners
Virginia
$11.2K +$206 +1 +2%
APW
1270
Allied Private Wealth
Florida
$11.2K +$10.5K +51 New
LSA
1271
Leonteq Securities AG
Switzerland
$11K – – –
JWA
1272
JFS Wealth Advisors
Pennsylvania
$11K +$1.03K +5 +11%
CFM
1273
Compass Financial Management
Florida
$11K +$10.1K +49 New
DF
1274
Dunhill Financial
United Kingdom
$10.8K +$1.24K +6 +14%
RDFA
1275
Ritter Daniher Financial Advisory
Ohio
$10.7K – – –