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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
626
Brown, Lisle/Cummings
Rhode Island
$475K – – –
AAS
627
Avantax Advisory Services
Texas
$474K +$19.5K +137 +4%
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$470K -$77.9K -547 -13%
SF
629
Synovus Financial
Georgia
$470K -$1.57K -11 -0.3%
GCM
630
Gables Capital Management
Florida
$470K +$509K +3,575 New
CA
631
Capitolis Advisors
New York
$460K -$7.57M -53,166 -94%
BS
632
Bessemer Securities
New York
$458K -$307K -2,152 -38%
CGL
633
Clarius Group LLC
Washington
$457K – – –
TI
634
TTP Investments
California
$456K +$3.99K +28 +0.8%
GM
635
GeoWealth Management
Illinois
$456K +$494K +3,465 New
CI
636
Conning Inc
Connecticut
$455K -$29.9K -210 -6%
TCOV
637
Trust Company of Vermont
Vermont
$455K +$53.4K +375 +12%
II
638
Inspire Investing
Idaho
$454K +$142 +1 +0%
CCM
639
Coldstream Capital Management
Washington
$453K -$50.7K -356 -9%
SFI
640
Siemens Fonds Invest
Germany
$450K – – –
MIP
641
Marietta Investment Partners
Wisconsin
$447K – – –
AWM
642
AllSquare Wealth Management
New York
$447K +$10.8K +76 +2%
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$446K -$152K -1,069 -24%
GL
644
GHE LLC
Tennessee
$443K -$2.85K -20 -0.6%
RA
645
RFG Advisory
Alabama
$442K +$478K +3,358 New
GSEP
646
Golden State Equity Partners
California
$439K -$93K -653 -16%
EPA
647
Element Pointe Advisors
Florida
$438K – – –
LAIC
648
Lederer & Associates Investment Counsel
California
$437K +$7.27K +51 +2%
OIA
649
Optimum Investment Advisors
Illinois
$436K -$9.12K -64 -2%
CPP
650
Capasso Planning Partners
South Carolina
$434K -$71.2K -500 -13%
24 25
26
27 28