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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
601
Alpha Cubed Investments
California
$398K – – –
GS
602
GTS Securities
Florida
$397K +$170K +1,454 +65%
JFG
603
JDM Financial Group
Texas
$397K – – –
GCM
604
Gables Capital Management
Florida
$396K -$11.7K -100 -3%
GL
605
GHE LLC
Tennessee
$395K – – –
SFA
606
Sequoia Financial Advisors
Ohio
$392K +$65.4K +558 +18%
FIM
607
Freedom Investment Management
Connecticut
$390K -$44.7K -382 -10%
WPC
608
Wedmont Private Capital
Pennsylvania
$390K -$31.9K -272 -7%
SAG
609
SageView Advisory Group
California
$389K -$17.8K -152 -4%
SAM
610
Sompo Asset Management
Japan
$388K +$151K +1,290 +56%
HT
611
Heritage Trust
Oklahoma
$384K +$200K +1,710 +92%
TAM
612
Titleist Asset Management
Texas
$381K -$61.1K -522 -13%
WI
613
Wintrust Investments
Illinois
$380K -$5.86K -50 -1%
CI
614
Cigna Investments
Connecticut
$379K -$52K -444 -11%
SC
615
Syon Capital
California
$377K +$409K +3,488 New
SC
616
Savant Capital
Illinois
$376K +$8.2K +70 +2%
HWM
617
HB Wealth Management
Georgia
$376K -$38.4K -328 -9%
EI
618
Ellevest Inc
New York
$374K +$406K +3,466 New
SC
619
Schulhoff & Co
Ohio
$374K +$30.8K +263 +8%
SIA
620
Sage Investment Advisers
New York
$369K – – –
RIL
621
Rothschild Investment LLC
Illinois
$368K +$3.51K +30 +0.9%
MA
622
Mutual Advisors
Nebraska
$368K -$34.8K -297 -8%
JIC
623
Joel Isaacson & Co
New York
$367K – – –
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$367K – – –
TFA
625
Tobias Financial Advisors
Florida
$364K +$4.8K +41 +1%
23 24
25
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