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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Cornerstone Advisory
Maryland
$537K -$212K -1,387 -29%
SYBT
652
Stock Yards Bank & Trust
Kentucky
$534K +$510K +3,342 New
EPA
653
Element Pointe Advisors
Florida
$533K -$254K -1,667 -33%
I
654
INVST
Indiana
$532K +$153K +1,002 +34%
AWM
655
AllSquare Wealth Management
New York
$531K -$15.3K -100 -3%
SACTSONJ
656
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$527K – – –
LAIC
657
Lederer & Associates Investment Counsel
California
$522K +$105K +686 +27%
KMC
658
Kirr Marbach & Co
Indiana
$521K -$83.9K -550 -14%
SAM
659
Silvercrest Asset Management
New York
$519K – – –
MFW
660
Meristem Family Wealth
Minnesota
$519K +$43.8K +287 +10%
RIL
661
Rothschild Investment LLC
Illinois
$519K +$95.4K +625 +24%
MCA
662
MSH Capital Advisors
Arizona
$516K +$493K +3,230 New
FCM
663
Fourpath Capital Management
Oklahoma
$515K +$492K +3,225 New
PCMM
664
Piedmont Capital Management (Montana)
Montana
$512K +$305 +2 +0.1%
TCM
665
Twin Capital Management
Pennsylvania
$509K +$486K +3,185 New
JWCA
666
J.W. Cole Advisors
Florida
$507K -$104K -683 -18%
SIC
667
Salem Investment Counselors
North Carolina
$503K – – –
PCM
668
Penserra Capital Management
California
$501K +$177K +1,157 +58%
MCM
669
Manchester Capital Management
Vermont
$498K +$1.53K +10 +0.3%
CK
670
Cohen Klingenstein
New York
$495K – – –
BFS
671
Bradley Foster & Sargent
Connecticut
$495K +$30.5K +200 +7%
TCOV
672
Trust Company of Vermont
Vermont
$492K – – –
AWA
673
Alta Wealth Advisors
Massachusetts
$492K +$57.2K +375 +14%
SIA
674
Sage Investment Advisers
New York
$489K +$467K +3,060 New
FCMT
675
Founders Capital Management (Texas)
Texas
$483K – – –
25 26
27
28 29