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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$389K -$41.7K -383 -10%
EPA
627
Element Pointe Advisors
Florida
$385K – – –
TFA
628
Tobias Financial Advisors
Florida
$384K +$4.36K +40 +1%
KAS
629
Kestra Advisory Services
Texas
$382K +$361K +3,312 New
TCOV
630
Trust Company of Vermont
Vermont
$382K -$94.4K -867 -21%
OP
631
ORG Partners
Indiana
$381K +$355K +3,262 New
SACTSONJ
632
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$381K – – –
PMA
633
Prudent Man Advisors
Illinois
$381K – – –
SS
634
Sunbelt Securities
Texas
$379K -$9.48K -87 -3%
AMR
635
Asset Management Resources
Massachusetts
$378K +$3.27K +30 +0.9%
IA
636
IFP Advisors
Florida
$378K +$8.82K +81 +3%
LCM
637
Lazari Capital Management
California
$377K +$356K +3,268 New
OIA
638
OneDigital Investment Advisors
Kansas
$376K -$25.3K -232 -7%
QI
639
Qtron Investments
Massachusetts
$375K – – –
MJRIC
640
Mogy Joel R Investment Counsel
California
$375K -$20.7K -190 -6%
BP
641
Ballentine Partners
Massachusetts
$372K +$9.04K +83 +3%
SC
642
Schulhoff & Co
Ohio
$370K +$327 +3 +0.1%
WSC
643
Wellington Shields & Co
New York
$370K -$272K -2,500 -44%
GJIA
644
Glass Jacobson Investment Advisors
Maryland
$358K +$338K +3,102 New
CK
645
Cohen Klingenstein
New York
$358K – – –
PPC
646
Park Place Capital
Alabama
$357K -$406K -3,725 -55%
JIC
647
Johnson Investment Counsel
Ohio
$356K -$23.5K -216 -7%
SFA
648
Sequoia Financial Advisors
Ohio
$355K +$50K +459 +18%
AA
649
ALPS Advisors
Colorado
$351K -$40.7K -374 -11%
RSWM
650
Robertson Stephens Wealth Management
California
$350K -$16.3K -150 -5%
24 25
26
27 28