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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$670K +$634K +5,705 New
CA
527
Cetera Advisors
Colorado
$667K +$183K +1,644 +41%
MCM
528
MAI Capital Management
Ohio
$666K +$270K +2,426 +75%
CRWM
529
Castle Rock Wealth Management
California
$666K +$30.5K +274 +5%
MSA
530
Marino Stram & Associates
Massachusetts
$664K +$25.5K +229 +4%
VCA
531
Verdence Capital Advisors
Maryland
$662K -$44.7K -402 -7%
GCAC
532
Guardian Capital Advisors (Canada)
Ontario, Canada
$658K -$91.7K -825 -14%
CCP
533
Carmel Capital Partners
California
$658K +$17.9K +161 +3%
TA
534
Tiedemann Advisors
New York
$656K +$17.3K +156 +3%
CWM
535
Congress Wealth Management
Massachusetts
$654K +$78.4K +705 +15%
TMAM
536
Tokio Marine Asset Management
Japan
$644K +$49K +441 +9%
HI
537
Horizon Investments
North Carolina
$640K +$242K +2,177 +66%
AG
538
Ascent Group
Virginia
$636K +$11.1K +100 +2%
EWA
539
EverSource Wealth Advisors
Alabama
$633K +$557K +5,009 +1,318%
MNBTD
540
Moody National Bank Trust Division
Texas
$626K +$26.5K +238 +5%
CG
541
Colony Group
Massachusetts
$625K +$592K +5,324 New
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$620K -$113K -1,020 -16%
PCM
543
Penserra Capital Management
California
$619K -$5.22K -47 -0.9%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$619K +$82.4K +741 +16%
MMG
545
Monetary Management Group
Missouri
$617K -$69.5K -625 -11%
HCM
546
Hollencrest Capital Management
California
$603K -$44K -396 -7%
VIM
547
VELA Investment Management
Ohio
$594K – – –
HKIMG
548
Hutchens & Kramer Investment Management Group
Indiana
$588K +$5.67K +51 +1%
AAI
549
American Assets Inc
California
$587K – – –
CL
550
CSS LLC
Illinois
$587K – – –
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