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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
551
Mystic Asset Management
Rhode Island
$522K +$62.5K +545 +11%
NW
552
NewEdge Wealth
Pennsylvania
$519K +$626K +5,466 New
BCM
553
Bluefin Capital Management
New York
$517K -$376K -3,285 -38%
CAM
554
Cresset Asset Management
Illinois
$517K +$42.5K +371 +7%
CCA
555
Checchi Capital Advisers
California
$517K +$236K +2,062 +76%
GIM
556
Goelzer Investment Management
Indiana
$517K +$624K +5,446 New
PIM
557
Perpetual Investment Management
Australia
$513K +$619K +5,400 New
GHAM
558
Gilman Hill Asset Management
Connecticut
$512K +$63.8K +557 +12%
MSA
559
Marino Stram & Associates
Massachusetts
$510K +$47K +410 +8%
BAM
560
Belpointe Asset Management
Nevada
$507K +$25.6K +223 +4%
MS
561
Maven Securities
Jersey
$506K +$610K +5,326 New
TA
562
Tiedemann Advisors
New York
$505K +$611K +5,330 New
MFG
563
MidWestOne Financial Group
Iowa
$498K -$12.3K -107 -2%
PAM
564
Panagora Asset Management
Massachusetts
$495K -$166K -1,445 -22%
DMBA
565
Deseret Mutual Benefit Administrators
Utah
$495K +$19.4K +169 +3%
MC
566
Moors & Cabot
Massachusetts
$494K +$70.6K +616 +13%
AA
567
ALPS Advisors
Colorado
$493K -$102K -889 -15%
OGC
568
Oak Grove Capital
New Hampshire
$493K +$172K +1,500 +41%
PP
569
Prudential plc
United Kingdom
$489K +$31.2K +272 +6%
HFM
570
Harvest Fund Management
China
$484K -$14.1K -123 -2%
FA
571
FDx Advisors
Illinois
$483K +$37.9K +331 +7%
MNBTD
572
Moody National Bank Trust Division
Texas
$483K +$124K +1,084 +27%
ACI
573
Alpha Cubed Investments
California
$476K -$688 -6 -0.1%
FTDI
574
First Trust Direct Indexing
Massachusetts
$475K -$1.03K -9 -0.2%
AAI
575
American Assets Inc
California
$475K – – –
21 22
23
24 25