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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
601
Rossmore Private Capital
Connecticut
$579K -$80.7K -550 -13%
CG
602
Caprock Group
Idaho
$579K +$19.8K +135 +4%
JFG
603
JDM Financial Group
Texas
$578K +$1.32K +9 +0.2%
STA
604
Summit Trail Advisors
New York
$573K +$222K +1,511 +70%
GL
605
GHE LLC
Tennessee
$572K – – –
CWM
606
Congress Wealth Management
Massachusetts
$570K +$1.03K +7 +0.2%
PWG
607
Portside Wealth Group
Utah
$567K +$12K +82 +2%
GS
608
GTS Securities
Florida
$565K -$609K -4,152 -53%
NFSG
609
Newbridge Financial Services Group
Florida
$564K +$528K +3,602 New
PSC
610
Portman Square Capital
United Kingdom
$563K – – –
SIA
611
Schechter Investment Advisors
Michigan
$556K +$21.7K +148 +4%
AIP
612
Ameritas Investment Partners
Nebraska
$552K -$14.7K -100 -3%
GCM
613
Gables Capital Management
Florida
$550K -$7.33K -50 -1%
HF
614
HRT Financial
New York
$550K -$480K -3,270 -48%
OIA
615
Optimum Investment Advisors
Illinois
$544K -$36.7K -250 -7%
TFA
616
Tobias Financial Advisors
Florida
$544K +$5.13K +35 +1%
CI
617
Cigna Investments
Connecticut
$542K -$4.55K -31 -0.9%
JIC
618
Joel Isaacson & Co
New York
$541K +$8.8K +60 +2%
SI
619
Stephens Inc
Arkansas
$538K -$167K -1,138 -25%
SFI
620
Siemens Fonds Invest
Germany
$536K -$22.9K -156 -4%
LWA
621
Lantern Wealth Advisors
New York
$536K +$1.03K +7 +0.2%
TW
622
TritonPoint Wealth
Maryland
$536K -$30.2K -206 -5%
OIAM
623
OFI Invest Asset Management
France
$532K -$67K -457 -11%
FDS
624
First Dallas Securities
Texas
$532K +$58.7K +400 +13%
SC
625
Schulhoff & Co
Ohio
$527K -$14.7K -100 -3%
23 24
25
26 27