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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
W
476
Wealthfront
California
$412K -$106K -594 -20%
WJA
477
Williams Jones & Associates
New York
$402K +$13.2K +74 +3%
SWM
478
Segment Wealth Management
Texas
$400K – – –
TYCC
479
Texas Yale Capital Corp
Florida
$394K +$179K +1,000 +78%
HWA
480
HCR Wealth Advisors
California
$393K +$52K +291 +15%
CA
481
Cetera Advisors
Colorado
$390K -$24.3K -136 -6%
MC
482
Miles Capital
Iowa
$388K -$7.86K -44 -2%
IG
483
ING Group
Netherlands
$381K -$2.84M -15,882 -88%
MWAC
484
Mariner Wealth Advisors (Cincinnati)
Ohio
$380K – – –
ISL
485
Ingalls & Snyder LLC
New York
$379K -$13.4K -75 -3%
AAM
486
AR Asset Management
California
$378K – – –
SI
487
Sprott Inc
Ontario, Canada
$378K +$392K +2,195 New
AI
488
Atria Investments
North Carolina
$377K +$132K +741 +51%
BUB
489
BBVA USA Bancshares
Texas
$376K -$8.93K -50 -2%
MCM
490
Murphy Capital Management
New Jersey
$375K -$89.3K -500 -19%
HCMT
491
Highland Capital Management (Tennessee)
Tennessee
$369K -$95.8K -536 -20%
BRWA
492
B. Riley Wealth Advisors
Florida
$369K -$23K -129 -6%
FCBT
493
First Citizens Bank & Trust
North Carolina
$355K -$70.4K -394 -16%
KIA
494
KCM Investment Advisors
California
$349K +$1.97K +11 +0.5%
SAM
495
Silvercrest Asset Management
New York
$345K -$71.5K -400 -17%
SSG
496
Summit Securities Group
New York
$344K +$357K +2,000 New
HFS
497
HL Financial Services
Kentucky
$342K -$231K -1,292 -39%
TTWM
498
TCV Trust & Wealth Management
Virginia
$337K – – –
GWM
499
Geneos Wealth Management
Colorado
$336K -$2.32K -13 -0.7%
IA
500
IFP Advisors
Florida
$334K -$27.2K -152 -7%
18 19
20
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