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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
576
Mogy Joel R Investment Counsel
California
$474K – – –
NO
577
Ninety One
South Africa
$470K – – –
OWA
578
Octavia Wealth Advisors
Ohio
$463K -$4.42K -34 -1%
MMA
579
Miracle Mile Advisors
California
$456K +$457K +3,512 New
II
580
Inspire Investing
Idaho
$455K -$3.83M -29,451 -89%
LOIM
581
Liberty One Investment Management
Illinois
$455K -$12K -92 -3%
AWM
582
AllSquare Wealth Management
New York
$445K -$74.8K -575 -14%
OAM
583
Optimal Asset Management
California
$443K +$13K +100 +0.1%
MIP
584
Marietta Investment Partners
Wisconsin
$442K – – –
TMAM
585
Tokio Marine Asset Management
Japan
$441K -$8.07K -62 -2%
JIC
586
Joel Isaacson & Co
New York
$441K +$442K +3,396 New
RWM
587
Ritholtz Wealth Management
New York
$440K +$441K +3,385 New
OIA
588
Optimum Investment Advisors
Illinois
$439K -$128K -982 -23%
TGAM
589
TBH Global Asset Management
Tennessee
$438K -$30.3K -233 -6%
AWA
590
Arkadios Wealth Advisors
Georgia
$431K -$91K -699 -17%
SACTSONJ
591
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$429K – – –
KPW
592
Kore Private Wealth
New York
$424K +$42.4K +326 +11%
SAM
593
Silvercrest Asset Management
New York
$422K – – –
MC
594
Moors & Cabot
Massachusetts
$420K -$20.3K -156 -5%
BIP
595
Blueprint Investment Partners
North Carolina
$417K +$418K +3,211 New
PCMM
596
Piedmont Capital Management (Montana)
Montana
$416K +$521 +4 +0.1%
AAS
597
Avantax Advisory Services
Texas
$415K -$114K -873 -22%
DT
598
Diversified Trust
Tennessee
$415K +$415K +3,191 New
LWAC
599
Laurel Wealth Advisors (California)
California
$414K +$30.5K +234 +8%
WKWM
600
Walter & Keenan Wealth Management
Indiana
$410K +$6.38K +49 +2%
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