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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
526
Beck Capital Management
Texas
$468K -$593K -5,687 -58%
OWA
527
Octavia Wealth Advisors
Ohio
$465K -$73.2K -702 -15%
AWM
528
AllSquare Wealth Management
New York
$464K – – –
CPSC
529
Carl P. Sherr & Co
Massachusetts
$462K +$423K +4,058 New
MMG
530
Monetary Management Group
Missouri
$455K – – –
SCA
531
SMH Capital Advisors
Texas
$455K +$10.6K +102 +3%
GT
532
Glenmede Trust
Pennsylvania
$455K +$16.6K +159 +4%
TCM
533
Tuttle Capital Management
Connecticut
$454K +$75.1K +720 +22%
BOH
534
Bank of Hawaii
Hawaii
$452K +$60.4K +579 +17%
DP
535
Dearborn Partners
Illinois
$450K +$31.3K +300 +8%
CAM
536
Cresset Asset Management
Illinois
$448K +$91.6K +878 +29%
TC
537
Trust Company
Kansas
$443K +$164K +1,576 +68%
NO
538
Ninety One
South Africa
$433K -$269K -2,577 -40%
KMC
539
Kirr Marbach & Co
Indiana
$433K +$397K +3,810 New
SFS
540
Sowell Financial Services
Arkansas
$430K +$105K +1,003 +40%
RWB
541
RMR Wealth Builders
New Jersey
$426K +$209K +2,008 +116%
QI
542
Qtron Investments
Massachusetts
$425K +$389K +3,733 New
IAIM
543
International Assets Investment Management
Florida
$423K +$190K +1,824 +72%
MOS
544
MGO One Seven
Ohio
$418K +$384K +3,682 New
MJRIC
545
Mogy Joel R Investment Counsel
California
$415K – – –
MCM
546
MAI Capital Management
Ohio
$414K -$170K -1,634 -31%
1SB
547
1ST Source Bank
Indiana
$412K – – –
IWA
548
Intercontinental Wealth Advisors
Texas
$411K +$11.7K +112 +3%
MC
549
Moors & Cabot
Massachusetts
$408K +$18.8K +180 +5%
S
550
SignatureFD
Georgia
$406K +$106K +1,018 +40%
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