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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
451
NewEdge Wealth
Pennsylvania
$824K +$380K +3,715 +68%
I
452
INVST
Indiana
$822K +$179K +1,749 +24%
CMANY
453
Capital Management Associates (New York)
New York
$808K – – –
DF
454
Donoghue Forlines
Massachusetts
$800K -$571K -5,578 -38%
KA
455
Kintegral Advisory
New York
$795K – – –
FDCDDQ
456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$787K +$194K +1,894 +28%
CC
457
Constitution Capital
Connecticut
$784K -$230K -2,250 -20%
VFA
458
Valeo Financial Advisors
Indiana
$774K -$2.78M -27,154 -76%
CSS
459
Cubist Systematic Strategies
Connecticut
$770K -$9.1M -88,932 -91%
SW
460
Solidarity Wealth
Utah
$766K +$17.3K +169 +3%
TGAM
461
TBH Global Asset Management
Tennessee
$760K +$36.2K +354 +4%
S
462
Seeyond
France
$757K -$46.8K -458 -5%
FIM
463
Freedom Investment Management
Connecticut
$752K +$30.2K +295 +4%
CA
464
Commerzbank Aktiengesellschaft
Germany
$751K +$855K +8,362 New
BAM
465
Belpointe Asset Management
Nevada
$749K +$307K +3,003 +56%
CCM
466
Cullen Capital Management
New York
$739K +$95.3K +932 +13%
F
467
F3Logic
Minnesota
$733K -$14.4K -141 -2%
GIM
468
Goelzer Investment Management
Indiana
$723K +$267K +2,610 +48%
FT
469
Fiduciary Trust
Massachusetts
$719K – – –
GT
470
Greenleaf Trust
Michigan
$703K +$108K +1,053 +16%
IWC
471
Integrated Wealth Concepts
Massachusetts
$698K +$104K +1,016 +15%
SB
472
Simmons Bank
Arkansas
$678K -$52.6K -514 -6%
RIL
473
Rothschild Investment LLC
Illinois
$675K +$7.67K +75 +1%
IMRF
474
Illinois Municipal Retirement Fund
Illinois
$669K – – –
AFP
475
Ausdal Financial Partners
Iowa
$668K +$126K +1,228 +20%
17 18
19
20 21