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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
626
Tobias Financial Advisors
Florida
$364K +$4.8K +41 +1%
RWM
627
Ritholtz Wealth Management
New York
$361K +$42.7K +365 +12%
SIA
628
Schechter Investment Advisors
Michigan
$359K +$46.8K +400 +14%
HIA
629
Harbor Investment Advisory
Maryland
$358K -$5.86K -50 -1%
EP
630
Edgestream Partners
New Jersey
$357K -$4.62M -39,409 -92%
OP
631
ORG Partners
Indiana
$357K +$4.57K +39 +1%
SACTSONJ
632
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$356K – – –
PMA
633
Prudent Man Advisors
Illinois
$356K – – –
SS
634
Sunbelt Securities
Texas
$354K – – –
QCG
635
Quadrant Capital Group
Ohio
$353K +$28.8K +246 +8%
LCM
636
Lazari Capital Management
California
$353K +$117 +1 +0%
AMR
637
Asset Management Resources
Massachusetts
$353K -$1.52K -13 -0.4%
QI
638
Qtron Investments
Massachusetts
$351K – – –
MJRIC
639
Mogy Joel R Investment Counsel
California
$351K – – –
BP
640
Ballentine Partners
Massachusetts
$350K +$2.11K +18 +0.6%
FCM
641
Fourpath Capital Management
Oklahoma
$348K +$378K +3,225 New
SSG
642
Summit Securities Group
New York
$346K +$219K +1,873 +141%
CG
643
Caprock Group
Idaho
$345K +$21.9K +187 +6%
MOS
644
MGO One Seven
Ohio
$339K -$40.2K -343 -10%
DWT
645
Dorsey & Whitney Trust
South Dakota
$339K +$68.9K +588 +23%
MCI
646
MRP Capital Investments
Georgia
$338K +$350K +2,986 +78%
TCOV
647
Trust Company of Vermont
Vermont
$335K -$24.1K -206 -6%
FNBOO
648
First National Bank of Omaha
Nebraska
$335K -$82K -700 -18%
CK
649
Cohen Klingenstein
New York
$335K – – –
AWM
650
Axxcess Wealth Management
California
$335K +$363K +3,100 New
24 25
26
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