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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
626
Bradley Foster & Sargent
Connecticut
$850K +$374K +2,058 +81%
VW
627
Veridan Wealth
Oregon
$845K +$9.63K +53 +1%
PHS
628
Pekin Hardy Strauss
Illinois
$837K +$5.45K +30 +0.7%
MC
629
Machina Capital
France
$833K +$818K +4,502 New
VI
630
Versor Investments
New York
$833K +$818K +4,500 New
BIG
631
Brooklyn Investment Group
New York
$833K +$266K +1,463 +49%
PWMAG
632
Pinnacle Wealth Management Advisory Group
New Jersey
$831K +$104K +574 +15%
NL
633
NWAM LLC
Washington
$821K +$805K +4,431 New
CCA
634
Checchi Capital Advisers
California
$820K -$2.73K -15 -0.3%
CCM
635
Chilton Capital Management
Texas
$819K -$117K -645 -13%
LAM
636
L2 Asset Management
Massachusetts
$812K +$126K +691 +19%
SAM
637
Smartleaf Asset Management
Massachusetts
$803K +$32K +176 +4%
MMG
638
Monetary Management Group
Missouri
$801K – – –
DWT
639
Dorsey & Whitney Trust
South Dakota
$797K +$34.9K +192 +5%
IAS
640
Insigneo Advisory Services
Florida
$795K -$139K -764 -15%
MFF
641
Michels Family Financial
Texas
$786K -$15.4K -85 -2%
CI
642
CacheTech Inc
Utah
$769K +$212K +1,167 +39%
CWP
643
CFM Wealth Partners
Texas
$768K -$87.2K -480 -10%
I
644
INVST
Indiana
$768K -$56.5K -311 -7%
TW
645
TritonPoint Wealth
Maryland
$765K -$104K -570 -12%
SLI
646
Sumitomo Life Insurance
Japan
$762K +$8.18K +45 +1%
VA
647
VestGen Advisors
Illinois
$758K +$13.4K +74 +2%
FFWM
648
Future Financial Wealth Management
Ohio
$753K +$1.09K +6 +0.1%
WPC
649
White Pine Capital
Minnesota
$751K +$18.7K +103 +3%
LP
650
LMR Partners
United Kingdom
$747K +$734K +4,038 New
24 25
26
27 28