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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Manchester Capital Management
Vermont
$404K +$2.73K +21 +0.7%
CK
602
Cohen Klingenstein
New York
$403K – – –
TCOV
603
Trust Company of Vermont
Vermont
$400K +$22.8K +175 +6%
E
604
Ergoteles
New York
$399K +$399K +3,069 New
EM
605
Excalibur Management
Massachusetts
$398K -$140K -1,074 -26%
GHAM
606
Gilman Hill Asset Management
Connecticut
$397K +$398K +3,055 New
SF
607
Synovus Financial
Georgia
$395K +$71.2K +547 +22%
HCMT
608
Highland Capital Management (Tennessee)
Tennessee
$394K +$394K +3,028 New
CIC
609
Carnegie Investment Counsel
Ohio
$393K – – –
FCMT
610
Founders Capital Management (Texas)
Texas
$393K – – –
CCG
611
Chatham Capital Group
Georgia
$390K – – –
WCA
612
Westover Capital Advisors
Delaware
$390K – – –
MYLI
613
Meiji Yasuda Life Insurance
Japan
$386K – – –
LFAS
614
Level Four Advisory Services
Texas
$385K -$11.8K -91 -3%
MFW
615
Meristem Family Wealth
Minnesota
$385K +$1.3K +10 +0.3%
I
616
INVST
Indiana
$385K +$14.6K +112 +4%
BCM
617
Bluefin Capital Management
New York
$383K -$7.26M -55,750 -95%
BFS
618
Bradley Foster & Sargent
Connecticut
$377K +$378K +2,901 New
BF
619
BOK Financial
Oklahoma
$377K +$378K +2,903 New
SIM
620
Sentry Investment Management
Wisconsin
$368K -$53.9K -414 -13%
MWM
621
Mission Wealth Management
California
$368K +$1.56K +12 +0.4%
DWA
622
Dorsey Wright & Associates
California
$363K +$363K +2,792 New
TPCW
623
TD Private Client Wealth
New York
$361K +$4.29K +33 +1%
CGL
624
Clarius Group LLC
Washington
$360K +$16.1K +124 +5%
LI
625
Lafayette Investments
Maryland
$357K – – –
23 24
25
26 27