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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
$480K – – –
NO
627
Ninety One
South Africa
$480K – – –
VAS
628
Vestmark Advisory Solutions
Massachusetts
$479K +$519K +3,644 New
IF
629
Intrua Financial
Texas
$478K -$71.9K -505 -12%
BLC
630
Brown, Lisle/Cummings
Rhode Island
$475K – – –
AAS
631
Avantax Advisory Services
Texas
$474K +$19.5K +137 +4%
SVWAG
632
Sound View Wealth Advisors Group
Georgia
$470K -$77.9K -547 -13%
SF
633
Synovus Financial
Georgia
$470K -$1.57K -11 -0.3%
GCM
634
Gables Capital Management
Florida
$470K +$509K +3,575 New
CA
635
Capitolis Advisors
New York
$460K -$7.57M -53,166 -94%
BS
636
Bessemer Securities
New York
$458K -$307K -2,152 -38%
CGL
637
Clarius Group LLC
Washington
$457K – – –
TI
638
TTP Investments
California
$456K +$3.99K +28 +0.8%
GM
639
GeoWealth Management
Illinois
$456K +$494K +3,465 New
CI
640
Conning Inc
Connecticut
$455K -$29.9K -210 -6%
TCOV
641
Trust Company of Vermont
Vermont
$455K +$53.4K +375 +12%
II
642
Inspire Investing
Idaho
$454K +$142 +1 +0%
CCM
643
Coldstream Capital Management
Washington
$453K -$50.7K -356 -9%
SFI
644
Siemens Fonds Invest
Germany
$450K – – –
MIP
645
Marietta Investment Partners
Wisconsin
$447K – – –
AWM
646
AllSquare Wealth Management
New York
$447K +$10.8K +76 +2%
CLOS
647
Compagnie Lombard Odier SCmA
Switzerland
$446K -$152K -1,069 -24%
MGIM
648
M&G Investment Management
United Kingdom
$444K +$136K +956 +40%
GL
649
GHE LLC
Tennessee
$443K -$2.85K -20 -0.6%
RA
650
RFG Advisory
Alabama
$442K +$478K +3,358 New
24 25
26
27 28