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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
651
Bessemer Securities
New York
$330K – – –
CI
652
Conning Inc
Connecticut
$328K -$573 -5 -0.1%
KWM
653
Kingsview Wealth Management
Oregon
$327K +$22.1K +193 +6%
SFI
654
Siemens Fonds Invest
Germany
$325K – – –
LIM
655
Longfellow Investment Management
Massachusetts
$324K +$246K +2,143 +170%
GM
656
GeoWealth Management
Illinois
$323K -$6.88K -60 -2%
MIP
657
Marietta Investment Partners
Wisconsin
$323K – – –
CLOS
658
Compagnie Lombard Odier SCmA
Switzerland
$322K – – –
JIC
659
Joel Isaacson & Co
New York
$322K – – –
EPA
660
Element Pointe Advisors
Florida
$318K +$2.52K +22 +0.7%
OIA
661
Optimum Investment Advisors
Illinois
$315K – – –
FMAEN1
662
Fund Management at Engine No 1
California
$315K +$61.4K +536 +19%
SACTSONJ
663
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$313K – – –
GIA
664
Gateway Investment Advisers
Ohio
$311K +$1.15K +10 +0.3%
CCP
665
Carmel Capital Partners
California
$311K +$376K +3,279 New
LWAC
666
Laurel Wealth Advisors (California)
California
$310K -$56.2K -490 -13%
SF
667
Synovus Financial
Georgia
$310K -$33.8K -295 -8%
PCMC
668
Private Capital Management (Colorado)
Colorado
$309K – – –
FCM
669
Fourpath Capital Management
Oklahoma
$306K – – –
GIA
670
Gladstone Institutional Advisory
Florida
$306K +$369K +3,224 New
CIA
671
Capital Investment Advisors
Georgia
$305K -$4.58K -40 -1%
CA
672
Cornerstone Advisory
Maryland
$302K -$115 -1 -0%
RFC
673
Regions Financial Corp
Alabama
$302K +$134K +1,169 +58%
MCM
674
Manchester Capital Management
Vermont
$296K +$111K +965 +45%
CP
675
Camelot Portfolios
Ohio
$295K +$70.4K +614 +25%
25 26
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