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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
601
RiverFront Investment Group
Virginia
$1.05M +$140K +732 +15%
IP
602
Indivisible Partners
Florida
$1.04M +$1.06M +5,556 New
GS
603
GTS Securities
Florida
$1.02M +$420K +2,201 +67%
DWA
604
Dorsey Wright & Associates
California
$1.02M +$1.04M +5,478 New
PA
605
Parallel Advisors
California
$1.01M +$83.9K +440 +9%
WS
606
Wedbush Securities
California
$1M +$10.5K +55 +1%
MWM
607
Meadowbrook Wealth Management
New York
$998K – – –
AFG
608
Atomi Financial Group
New York
$998K +$48.6K +255 +5%
CIS
609
Custom Index Systems
New York
$987K -$25.6K -134 -2%
GCA
610
Genesee Capital Advisors
New York
$980K -$88.3K -463 -8%
FTWA
611
Fifth Third Wealth Advisors
Ohio
$971K +$242K +1,269 +32%
PCP
612
Perbak Capital Partners
United Kingdom
$968K +$754K +3,954 +321%
RCM
613
Radnor Capital Management
Pennsylvania
$949K – – –
TA
614
TrueWealth Advisors
Alabama
$944K – – –
EI
615
Ellevest Inc
New York
$943K +$48.8K +256 +5%
AAI
616
American Assets Inc
California
$933K – – –
OAM
617
Oppenheimer Asset Management
New York
$931K -$14.9K -78 -2%
WIA
618
World Investment Advisors
California
$929K +$763 +4 +0.1%
VA
619
VestGen Advisors
Illinois
$924K +$75.5K +396 +10%
GFM
620
GF Fund Management
China
$921K -$90.4K -474 -9%
BP
621
Ballentine Partners
Massachusetts
$919K +$21.2K +111 +2%
SAM
622
Smartleaf Asset Management
Massachusetts
$907K +$129K +678 +16%
TWC
623
TD Waterhouse Canada
Ontario, Canada
$904K +$356K +1,867 +63%
CCP
624
Clough Capital Partners
Massachusetts
$895K – – –
MCA
625
MSH Capital Advisors
Arizona
$893K +$6.48K +34 +0.7%
23 24
25
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