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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
676
Godshalk Welsh Capital Management
Pennsylvania
$272K – – –
WG
677
Winton Group
United Kingdom
$269K -$471K -3,786 -65%
FWM
678
Focused Wealth Management
New York
$269K +$124 +1 +0%
DC
679
Davenport & Co
Virginia
$266K +$15.5K +125 +7%
RIL
680
Rothschild Investment LLC
Illinois
$266K +$253K +2,039 New
RCAG
681
Rehmann Capital Advisory Group
Michigan
$260K +$2.61K +21 +1%
DMBA
682
Deseret Mutual Benefit Administrators
Utah
$260K +$248K +1,996 New
QSS
683
Quantitative Systematic Strategies
Florida
$257K +$1.99K +16 +0.8%
KFP
684
KMG Fiduciary Partners
Ohio
$255K +$243K +1,952 New
CCM
685
Coldstream Capital Management
Washington
$252K +$240K +1,934 New
SG
686
Stonnington Group
California
$250K -$124K -1,000 -33%
IRC
687
Investors Research Corp
Georgia
$250K – – –
UIA
688
UBP Investment Advisors
Switzerland
$250K – – –
PG
689
Patten Group
Tennessee
$249K – – –
PWM
690
PRW Wealth Management
Massachusetts
$249K +$237K +1,905 New
NB
691
NBT Bank
New York
$248K – – –
NA
692
NewEdge Advisors
Louisiana
$246K +$234K +1,883 New
ASBI
693
American State Bank (Iowa)
Iowa
$246K – – –
RPWA
694
Regent Peak Wealth Advisors
Georgia
$245K -$2.73K -22 -1%
ANRIA
695
American National Registered Investment Advisor
Texas
$245K – – –
WPW
696
Warther Private Wealth
Ohio
$244K +$231K +1,856 New
WA
697
Waddell & Associates
Tennessee
$244K +$233K +1,872 New
IAIM
698
International Assets Investment Management
Florida
$243K -$309K -2,482 -57%
SC
699
Savant Capital
Illinois
$243K -$373 -3 -0.2%
HIS
700
Harvest Investment Services
Illinois
$242K -$141K -1,137 -38%
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