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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
601
Aspiriant LLC
California
$866K -$73.5K -465 -8%
SG
602
Sienna Gestion
France
$863K – – –
PA
603
Parallel Advisors
California
$859K -$23.2K -147 -3%
PA
604
Pinnacle Associates
New York
$857K +$103K +649 +14%
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$849K – – –
CBUSF
606
Construction & Building Unions Superannuation Fund
Australia
$836K – – –
OPA
607
Old Port Advisors
Maine
$834K +$820K +5,189 New
VT
608
Vise Technologies
New York
$818K +$804K +5,087 New
AAI
609
American Assets Inc
California
$815K – – –
ECM
610
Evergreen Capital Management
Washington
$802K -$28.4K -180 -3%
RIA
611
Regal Investment Advisors
Michigan
$797K -$82.3K -521 -10%
TGAM
612
TBH Global Asset Management
Tennessee
$796K -$13.6K -86 -2%
AAIS
613
ABN AMRO Investment Solutions
$791K – – –
RIG
614
RiverFront Investment Group
Virginia
$788K – – –
BRWA
615
B. Riley Wealth Advisors
Florida
$786K +$772K +4,886 New
HWP
616
Highline Wealth Partners
California
$782K -$3.63K -23 -0.5%
WS
617
Wedbush Securities
California
$770K +$35.7K +226 +5%
MMG
618
Monetary Management Group
Missouri
$768K – – –
SIG
619
Sargent Investment Group
Maryland
$767K +$207K +1,311 +40%
IAS
620
Insigneo Advisory Services
Florida
$764K -$25.1K -159 -3%
TCOV
621
Trust Company of Vermont
Vermont
$760K +$102K +644 +16%
CCM
622
Chilton Capital Management
Texas
$759K -$316 -2 -0%
WSFS
623
Wilmington Savings Fund Society
Delaware
$755K -$267K -1,691 -26%
NP
624
NorthRock Partners
Minnesota
$755K +$27K +171 +4%
GCP
625
GSA Capital Partners
United Kingdom
$749K +$484K +3,064 +192%
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