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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
651
Golden State Equity Partners
California
$439K -$93K -653 -16%
EPA
652
Element Pointe Advisors
Florida
$438K – – –
LAIC
653
Lederer & Associates Investment Counsel
California
$437K +$7.27K +51 +2%
OIA
654
Optimum Investment Advisors
Illinois
$436K -$9.12K -64 -2%
CPP
655
Capasso Planning Partners
South Carolina
$434K -$71.2K -500 -13%
JIC
656
Joel Isaacson & Co
New York
$434K – – –
SACTSONJ
657
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$434K – – –
BIA
658
Benchmark Investment Advisors
Illinois
$431K +$224K +1,575 +93%
GIA
659
Gateway Investment Advisers
Ohio
$430K -$13.1K -92 -3%
KWM
660
Kingsview Wealth Management
Oregon
$428K +$464K +3,255 New
CIA
661
Capital Investment Advisors
Georgia
$428K -$228K -1,597 -33%
SWM
662
Spire Wealth Management
Virginia
$428K -$27.5K -193 -6%
SAM
663
Silvercrest Asset Management
New York
$428K – – –
FCM
664
Fourpath Capital Management
Oklahoma
$424K – – –
SIA
665
Sage Investment Advisers
New York
$421K +$20.5K +144 +5%
TCM
666
Twin Capital Management
Pennsylvania
$419K – – –
CA
667
Cornerstone Advisory
Maryland
$418K -$26.1K -183 -5%
MCA
668
MSH Capital Advisors
Arizona
$416K -$9.54K -67 -2%
CK
669
Cohen Klingenstein
New York
$408K – – –
FRM
670
Fox Run Management
Connecticut
$407K +$440K +3,090 New
DC
671
Davenport & Co
Virginia
$402K +$178K +1,250 +69%
BFM
672
Boothbay Fund Management
New York
$400K -$3.3M -23,139 -88%
OWA
673
Octavia Wealth Advisors
Ohio
$399K -$76.4K -536 -15%
MHS
674
M Holdings Securities
Oregon
$397K +$429K +3,014 New
PCMM
675
Piedmont Capital Management (Montana)
Montana
$396K -$32.2K -226 -7%
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