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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
626
Mogy Joel R Investment Counsel
California
$583K – – –
TMAM
627
Tokio Marine Asset Management
Japan
$582K +$38K +249 +7%
LFAS
628
Level Four Advisory Services
Texas
$580K +$103K +674 +23%
HT
629
HighTower Trust
Texas
$578K +$552K +3,619 New
BLC
630
Brown, Lisle/Cummings
Rhode Island
$577K +$551K +3,610 New
MCM
631
MAI Capital Management
Ohio
$573K -$24.1K -158 -4%
NO
632
Ninety One
South Africa
$572K – – –
OWA
633
Octavia Wealth Advisors
Ohio
$570K +$4.88K +32 +0.9%
SF
634
Synovus Financial
Georgia
$570K +$80.1K +525 +17%
ICP
635
Interchange Capital Partners
Pennsylvania
$568K +$543K +3,560 New
GHAM
636
Gilman Hill Asset Management
Connecticut
$567K +$75.1K +492 +16%
SG
637
Stonnington Group
California
$566K +$61.1K +400 +13%
CCM
638
Cullen Capital Management
New York
$564K -$84.6K -554 -14%
FIM
639
Freedom Investment Management
Connecticut
$562K -$103K -676 -16%
SW
640
SVB Wealth
Massachusetts
$555K -$952K -6,239 -64%
HKIMG
641
Hutchens & Kramer Investment Management Group
Indiana
$554K +$636K +4,169 New
II
642
Inspire Investing
Idaho
$552K -$8.09K -53 -2%
AAS
643
Avantax Advisory Services
Texas
$552K +$41.8K +274 +9%
NIM
644
NuWave Investment Management
New Jersey
$552K +$167K +1,095 +46%
SWM
645
Spire Wealth Management
Virginia
$550K +$211K +1,380 +67%
TI
646
TTP Investments
California
$549K +$525K +3,438 New
DT
647
Diversified Trust
Tennessee
$548K +$36.6K +240 +8%
SFI
648
Siemens Fonds Invest
Germany
$547K -$186K -1,216 -26%
CP
649
Camelot Portfolios
Ohio
$544K +$122K +799 +31%
JIC
650
Joel Isaacson & Co
New York
$543K – – –
24 25
26
27 28