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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
651
Marietta Investment Partners
Wisconsin
$543K – – –
GL
652
GHE LLC
Tennessee
$541K +$517K +3,385 New
OIA
653
Optimum Investment Advisors
Illinois
$540K – – –
GIA
654
Gateway Investment Advisers
Ohio
$537K -$15M -98,119 -97%
CA
655
Cornerstone Advisory
Maryland
$537K -$212K -1,387 -29%
SYBT
656
Stock Yards Bank & Trust
Kentucky
$534K +$510K +3,342 New
EPA
657
Element Pointe Advisors
Florida
$533K -$254K -1,667 -33%
I
658
INVST
Indiana
$532K +$153K +1,002 +34%
AWM
659
AllSquare Wealth Management
New York
$531K -$15.3K -100 -3%
SACTSONJ
660
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$527K – – –
LAIC
661
Lederer & Associates Investment Counsel
California
$522K +$105K +686 +27%
KMC
662
Kirr Marbach & Co
Indiana
$521K -$83.9K -550 -14%
SAM
663
Silvercrest Asset Management
New York
$519K – – –
MFW
664
Meristem Family Wealth
Minnesota
$519K +$43.8K +287 +10%
RIL
665
Rothschild Investment LLC
Illinois
$519K +$95.4K +625 +24%
MCA
666
MSH Capital Advisors
Arizona
$516K +$493K +3,230 New
FCM
667
Fourpath Capital Management
Oklahoma
$515K +$492K +3,225 New
PCMM
668
Piedmont Capital Management (Montana)
Montana
$512K +$305 +2 +0.1%
TCM
669
Twin Capital Management
Pennsylvania
$509K +$486K +3,185 New
JWCA
670
J.W. Cole Advisors
Florida
$507K -$104K -683 -18%
SIC
671
Salem Investment Counselors
North Carolina
$503K – – –
PCM
672
Penserra Capital Management
California
$501K +$177K +1,157 +58%
MCM
673
Manchester Capital Management
Vermont
$498K +$1.53K +10 +0.3%
CK
674
Cohen Klingenstein
New York
$495K – – –
BFS
675
Bradley Foster & Sargent
Connecticut
$495K +$30.5K +200 +7%
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