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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
651
Siemens Fonds Invest
Germany
$325K – – –
LIM
652
Longfellow Investment Management
Massachusetts
$324K +$246K +2,143 +170%
GM
653
GeoWealth Management
Illinois
$323K -$6.88K -60 -2%
MIP
654
Marietta Investment Partners
Wisconsin
$323K – – –
CLOS
655
Compagnie Lombard Odier SCmA
Switzerland
$322K – – –
JIC
656
Joel Isaacson & Co
New York
$322K – – –
EPA
657
Element Pointe Advisors
Florida
$318K +$2.52K +22 +0.7%
OIA
658
Optimum Investment Advisors
Illinois
$315K – – –
FMAEN1
659
Fund Management at Engine No 1
California
$315K +$61.4K +536 +19%
SACTSONJ
660
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$313K – – –
GIA
661
Gateway Investment Advisers
Ohio
$311K +$1.15K +10 +0.3%
CCP
662
Carmel Capital Partners
California
$311K +$376K +3,279 New
LWAC
663
Laurel Wealth Advisors (California)
California
$310K -$56.2K -490 -13%
SF
664
Synovus Financial
Georgia
$310K -$33.8K -295 -8%
PCMC
665
Private Capital Management (Colorado)
Colorado
$309K – – –
FCM
666
Fourpath Capital Management
Oklahoma
$306K – – –
GIA
667
Gladstone Institutional Advisory
Florida
$306K +$369K +3,224 New
CIA
668
Capital Investment Advisors
Georgia
$305K -$4.58K -40 -1%
CA
669
Cornerstone Advisory
Maryland
$302K -$115 -1 -0%
RFC
670
Regions Financial Corp
Alabama
$302K +$134K +1,169 +58%
MCM
671
Manchester Capital Management
Vermont
$296K +$111K +965 +45%
CP
672
Camelot Portfolios
Ohio
$295K +$70.4K +614 +25%
CK
673
Cohen Klingenstein
New York
$294K – – –
CGL
674
Clarius Group LLC
Washington
$293K +$25.3K +221 +8%
HCMT
675
Highland Capital Management (Tennessee)
Tennessee
$291K -$110K -964 -24%
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