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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
651
Robertson Stephens Wealth Management
California
$350K -$16.3K -150 -5%
LAIC
652
Lederer & Associates Investment Counsel
California
$350K -$10.6K -97 -3%
QCG
653
Quadrant Capital Group
Ohio
$349K -$55.1K -506 -14%
CG
654
Caprock Group
Idaho
$347K -$75K -689 -19%
SAM
655
Shell Asset Management
Netherlands
$347K -$4.79K -44 -1%
WCA
656
Westover Capital Advisors
Delaware
$346K – – –
MIM
657
Merrion Investment Management
New Jersey
$346K +$54.5K +500 +20%
FDS
658
First Dallas Securities
Texas
$346K -$81.7K -750 -20%
MC
659
Moors & Cabot
Massachusetts
$344K -$3.16K -29 -1%
MS
660
Maven Securities
Jersey
$343K -$1.17M -10,755 -78%
RWM
661
Ritholtz Wealth Management
New York
$343K +$39.6K +364 +14%
FNBSF
662
First National Bank Sioux Falls
South Dakota
$342K – – –
CP
663
Camelot Portfolios
Ohio
$342K -$10.6K -97 -3%
DGAM
664
Desjardins Global Asset Management
Quebec, Canada
$338K +$76.6K +703 +32%
SIA
665
Schechter Investment Advisors
Michigan
$337K +$104K +958 +49%
IA
666
Inspire Advisors
Idaho
$336K +$57.5K +528 +22%
PCMM
667
Piedmont Capital Management (Montana)
Montana
$331K -$8.39K -77 -3%
HKIMG
668
Hutchens & Kramer Investment Management Group
Indiana
$330K -$212K -1,949 -41%
SCM
669
Schnieders Capital Management
California
$329K – – –
SIA
670
SkyView Investment Advisors
New Jersey
$328K -$9.04K -83 -3%
OWA
671
Octavia Wealth Advisors
Ohio
$327K +$3.05K +28 +1%
MSWMA
672
Market Street Wealth Management Advisors
Indiana
$326K -$2.61K -24 -0.8%
WTB
673
Washington Trust Bank
Washington
$326K +$25.4K +233 +9%
IF
674
Intrua Financial
Texas
$325K +$2.83K +26 +0.9%
GLA
675
Good Life Advisors
Pennsylvania
$320K -$54.6K -501 -15%
25 26
27
28 29