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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
526
Ameritas Investment Partners
Nebraska
$593K – – –
CM
527
Capula Management
Cayman Islands
$593K +$571K +4,594 New
MAM
528
Meeder Asset Management
Ohio
$592K -$304K -2,446 -35%
AAM
529
Augustine Asset Management
Florida
$583K +$555K +4,466 New
CLOS
530
Compagnie Lombard Odier SCmA
Switzerland
$582K – – –
ASFA
531
All Season Financial Advisors
Colorado
$580K +$552K +4,442 New
EW
532
Element Wealth
Mississippi
$574K +$3.73K +30 +0.7%
CI
533
Conning Inc
Connecticut
$571K -$48K -386 -8%
OIA
534
Optimum Investment Advisors
Illinois
$569K -$34.1K -274 -6%
MFG
535
MidWestOne Financial Group
Iowa
$567K +$540K +4,343 New
APA
536
American Portfolios Advisors
New York
$567K -$149K -1,198 -22%
CFD
537
Creative Financial Designs
Indiana
$566K +$4.6K +37 +0.9%
AIA
538
Affinity Investment Advisors
California
$560K +$533K +4,290 New
WS
539
Wedbush Securities
California
$558K -$260K -2,089 -33%
RCM
540
Radnor Capital Management
Pennsylvania
$557K – – –
RJT
541
Raymond James Trust
Florida
$557K +$142K +1,143 +36%
GT
542
Glenmede Trust
Pennsylvania
$554K +$29.8K +240 +6%
CIM
543
Chapman Investment Management
California
$548K – – –
FNBOO
544
First National Bank of Omaha
Nebraska
$547K – – –
LCP
545
Legacy Capital Partners
Wisconsin
$544K +$151K +1,215 +41%
SVWAG
546
Sound View Wealth Advisors Group
Georgia
$541K -$23.5K -189 -4%
BS
547
Bessemer Securities
New York
$541K – – –
EM
548
Excalibur Management
Massachusetts
$540K -$18.8K -151 -4%
CCM
549
Cullen Capital Management
New York
$533K -$10.8K -87 -2%
AAS
550
Avantax Advisory Services
Texas
$532K +$133K +1,069 +36%
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