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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
676
Rothschild Investment LLC
Illinois
$266K +$253K +2,039 New
RCAG
677
Rehmann Capital Advisory Group
Michigan
$260K +$2.61K +21 +1%
DMBA
678
Deseret Mutual Benefit Administrators
Utah
$260K +$248K +1,996 New
QSS
679
Quantitative Systematic Strategies
Florida
$257K +$1.99K +16 +0.8%
KFP
680
KMG Fiduciary Partners
Ohio
$255K +$243K +1,952 New
CCM
681
Coldstream Capital Management
Washington
$252K +$240K +1,934 New
SG
682
Stonnington Group
California
$250K -$124K -1,000 -33%
IRC
683
Investors Research Corp
Georgia
$250K – – –
UIA
684
UBP Investment Advisors
Switzerland
$250K – – –
PG
685
Patten Group
Tennessee
$249K – – –
PWM
686
PRW Wealth Management
Massachusetts
$249K +$237K +1,905 New
NB
687
NBT Bank
New York
$248K – – –
NA
688
NewEdge Advisors
Louisiana
$246K +$234K +1,883 New
ASBI
689
American State Bank (Iowa)
Iowa
$246K – – –
RPWA
690
Regent Peak Wealth Advisors
Georgia
$245K -$2.73K -22 -1%
ANRIA
691
American National Registered Investment Advisor
Texas
$245K – – –
WPW
692
Warther Private Wealth
Ohio
$244K +$231K +1,856 New
IAIM
693
International Assets Investment Management
Florida
$243K -$309K -2,482 -57%
SC
694
Savant Capital
Illinois
$243K -$373 -3 -0.2%
HIS
695
Harvest Investment Services
Illinois
$242K -$141K -1,137 -38%
SAM
696
Secure Asset Management
Michigan
$242K +$231K +1,855 New
TPA
697
Trivium Point Advisory
Connecticut
$240K +$3.48K +28 +2%
GC
698
GFG Capital
Florida
$239K -$48.2K -388 -17%
SS
699
Sunbelt Securities
Texas
$238K -$1.37K -11 -0.6%
BWA
700
BDO Wealth Advisors
Florida
$237K – – –
26 27
28
29 30