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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
601
NorthRock Partners
Minnesota
$798K +$9.83K +56 +1%
MSA
602
MUFG Securities Americas
New York
$780K +$795K +4,528 New
HT
603
Heritage Trust
Oklahoma
$780K +$795K +4,527 New
PHS
604
Pekin Hardy Strauss
Illinois
$778K – – –
GFA
605
Gallagher Fiduciary Advisors
Illinois
$777K +$53.9K +307 +7%
MIF
606
Mediolanum International Funds
Ireland
$772K – – –
MWM
607
Manske Wealth Management
Texas
$769K +$783K +4,463 New
MFF
608
Michels Family Financial
Texas
$764K +$779K +4,439 New
PWG
609
Portside Wealth Group
Utah
$764K +$49.5K +282 +7%
IWM
610
IHT Wealth Management
Illinois
$761K -$150K -853 -16%
SC
611
Savant Capital
Illinois
$759K +$5.62K +32 +0.7%
SLI
612
Sumitomo Life Insurance
Japan
$758K -$27.9K -159 -3%
EWA
613
EP Wealth Advisors
California
$756K +$445K +2,537 +137%
AWA
614
Alta Wealth Advisors
Massachusetts
$739K -$1.75K -10 -0.2%
PA
615
Pinnacle Associates
New York
$729K +$357K +2,034 +93%
PWMG
616
Prestige Wealth Management Group
New Jersey
$728K -$1.58K -9 -0.2%
WS
617
Wedbush Securities
California
$728K -$22.3K -127 -3%
HI
618
Horizon Investments
North Carolina
$727K +$4.56K +26 +0.6%
PS
619
Principal Securities
Iowa
$713K +$29.1K +166 +4%
IA
620
Inspire Advisors
Idaho
$708K -$1.4K -8 -0.2%
DWT
621
Dorsey & Whitney Trust
South Dakota
$704K +$86.2K +491 +14%
NJIM
622
Nabity-Jensen Investment Management
Nebraska
$700K – – –
TSS
623
Two Sigma Securities
New York
$699K +$713K +4,061 New
TCOV
624
Trust Company of Vermont
Vermont
$698K -$4.74K -27 -0.7%
FFWM
625
Future Financial Wealth Management
Ohio
$694K -$33.9K -193 -5%
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