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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$434K – – –
SACTSONJ
652
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$434K – – –
BIA
653
Benchmark Investment Advisors
Illinois
$431K +$224K +1,575 +93%
GIA
654
Gateway Investment Advisers
Ohio
$430K -$13.1K -92 -3%
KWM
655
Kingsview Wealth Management
Oregon
$428K +$464K +3,255 New
CIA
656
Capital Investment Advisors
Georgia
$428K -$228K -1,597 -33%
SWM
657
Spire Wealth Management
Virginia
$428K -$27.5K -193 -6%
SAM
658
Silvercrest Asset Management
New York
$428K – – –
FCM
659
Fourpath Capital Management
Oklahoma
$424K – – –
SIA
660
Sage Investment Advisers
New York
$421K +$20.5K +144 +5%
TCM
661
Twin Capital Management
Pennsylvania
$419K – – –
CA
662
Cornerstone Advisory
Maryland
$418K -$26.1K -183 -5%
MCA
663
MSH Capital Advisors
Arizona
$416K -$9.54K -67 -2%
CK
664
Cohen Klingenstein
New York
$408K – – –
FRM
665
Fox Run Management
Connecticut
$407K +$440K +3,090 New
DC
666
Davenport & Co
Virginia
$402K +$178K +1,250 +69%
BFM
667
Boothbay Fund Management
New York
$400K -$3.3M -23,139 -88%
OWA
668
Octavia Wealth Advisors
Ohio
$399K -$76.4K -536 -15%
MHS
669
M Holdings Securities
Oregon
$397K +$429K +3,014 New
PCMM
670
Piedmont Capital Management (Montana)
Montana
$396K -$32.2K -226 -7%
HI
671
Horizon Investments
North Carolina
$396K +$52.3K +367 +14%
MFW
672
Meristem Family Wealth
Minnesota
$395K -$34.9K -245 -8%
SIC
673
Salem Investment Counselors
North Carolina
$395K -$21.4K -150 -5%
WCA
674
Westover Capital Advisors
Delaware
$395K – – –
SG
675
Stonnington Group
California
$393K -$57K -400 -11%
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