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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
601
Triumph Capital Management
Colorado
$459K +$435K +3,910 New
AAS
602
Avantax Advisory Services
Texas
$459K +$68.2K +614 +19%
AAM
603
Augustine Asset Management
Florida
$459K -$3.56K -32 -0.8%
AA
604
ALPS Advisors
Colorado
$454K -$130K -1,167 -23%
NO
605
Ninety One
South Africa
$453K – – –
PWM
606
Perigon Wealth Management
California
$453K +$144K +1,296 +51%
SIA
607
Sage Investment Advisers
New York
$452K +$12.1K +109 +3%
MJRIC
608
Mogy Joel R Investment Counsel
California
$451K +$21.1K +190 +5%
CIA
609
Capital Investment Advisors
Georgia
$451K -$4.45K -40 -1%
FHB
610
First Hawaiian Bank
Hawaii
$443K +$445 +4 +0.1%
FDS
611
First Dallas Securities
Texas
$441K +$83.4K +750 +25%
AC
612
ASB Consultores
Florida
$437K +$82K +738 +25%
RCI
613
RS Crum Inc
California
$436K – – –
BLC
614
Brown, Lisle/Cummings
Rhode Island
$430K – – –
GL
615
GHE LLC
Tennessee
$429K -$459K -4,130 -53%
WI
616
Wintrust Investments
Illinois
$426K +$7.22K +65 +2%
LI
617
Lafayette Investments
Maryland
$423K – – –
CCM
618
CTC Capital Management
Illinois
$423K +$400K +3,600 New
FMAEN1
619
Fund Management at Engine No 1
California
$423K +$50.1K +451 +14%
TC
620
TownSquare Capital
Utah
$422K +$400K +3,596 New
RWM
621
Ritholtz Wealth Management
New York
$421K -$62.8K -565 -14%
GCM
622
Gables Capital Management
Florida
$420K -$5.56K -50 -1%
DS
623
DRW Securities
Illinois
$415K -$97.1K -874 -20%
JIC
624
Joel Isaacson & Co
New York
$414K +$14.4K +130 +4%
LWAC
625
Laurel Wealth Advisors (California)
California
$413K – – –
23 24
25
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