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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
601
TrueWealth Advisors
Alabama
$1.13M – – –
SSA
602
Schonfeld Strategic Advisors
New York
$1.12M -$2.53M -12,282 -71%
OAM
603
Oppenheimer Asset Management
New York
$1.12M +$3.91K +19 +0.4%
SCA
604
Snowden Capital Advisors
New York
$1.12M -$191K -928 -16%
AAI
605
American Assets Inc
California
$1.12M – – –
BP
606
Ballentine Partners
Massachusetts
$1.12M +$12.3K +60 +1%
SWP
607
Sagespring Wealth Partners
Tennessee
$1.11M +$141K +683 +16%
RCM
608
Radnor Capital Management
Pennsylvania
$1.1M -$30.9K -150 -3%
CTA
609
Chesley Taft & Associates
Illinois
$1.09M +$56.6K +275 +6%
HPG
610
Harvest Portfolios Group
Ontario, Canada
$1.08M +$16.7K +81 +2%
CCP
611
Clough Capital Partners
Massachusetts
$1.07M – – –
SB
612
Strategic Blueprint
Georgia
$1.06M +$173K +841 +22%
CCA
613
Checchi Capital Advisers
California
$1.06M +$6.17K +30 +0.6%
EI
614
Ellevest Inc
New York
$1.05M -$76.1K -370 -7%
TCOV
615
Trust Company of Vermont
Vermont
$1.05M +$962K +4,674 New
VW
616
Veridan Wealth
Oregon
$1.04M +$9.46K +46 +1%
SIG
617
Sargent Investment Group
Maryland
$1.04M +$24.1K +117 +3%
TGAM
618
TBH Global Asset Management
Tennessee
$1.03M -$41.6K -202 -4%
BFS
619
Bradley Foster & Sargent
Connecticut
$1.02M -$26.3K -128 -3%
SAI
620
Savvy Advisors Inc
New York
$1.02M +$3.91K +19 +0.4%
RIA
621
Regal Investment Advisors
Michigan
$1.01M -$16.5K -80 -2%
GIA
622
Gateway Investment Advisers
Ohio
$1.01M +$46.1K +224 +5%
WS
623
Wedbush Securities
California
$1M -$181K -880 -16%
BAM
624
Belpointe Asset Management
Nevada
$996K +$823 +4 +0.1%
GHAM
625
Gilman Hill Asset Management
Connecticut
$995K – – –
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