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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
676
Westover Capital Advisors
Delaware
$352K – – –
PCMM
677
Piedmont Capital Management (Montana)
Montana
$351K +$333 +3 +0.1%
WPC
678
Wedmont Private Capital
Pennsylvania
$350K +$327K +2,941 New
SICM
679
Sustainable Insight Capital Management
New York
$349K -$211K -1,900 -39%
AC
680
Abbrea Capital
California
$347K -$39.6K -356 -11%
FA
681
FDx Advisors
Illinois
$342K -$62.7K -564 -16%
BP
682
Ballentine Partners
Massachusetts
$341K +$21.7K +195 +7%
IF
683
Intrua Financial
Texas
$339K +$2.78K +25 +0.9%
PFA
684
Pathway Financial Advisers
Indiana
$334K +$316K +2,846 New
WA
685
Waddell & Associates
Tennessee
$333K +$6.11K +55 +2%
MSWMA
686
Market Street Wealth Management Advisors
Indiana
$332K – – –
IAS
687
Insigneo Advisory Services
Florida
$331K +$313K +2,818 New
BCV
688
Banque Cantonale Vaudoise
Switzerland
$330K -$711K -6,400 -69%
CG
689
Caprock Group
Idaho
$330K +$29K +261 +10%
HWM
690
HB Wealth Management
Georgia
$329K +$311K +2,799 New
SFI
691
Siemens Fonds Invest
Germany
$326K -$48.2K -434 -14%
EH
692
Equitable Holdings
New York
$323K -$156K -1,408 -34%
BFS
693
Bard Financial Services
Connecticut
$323K +$55.6K +500 +22%
FC
694
FORA Capital
Florida
$322K +$305K +2,743 New
DMBA
695
Deseret Mutual Benefit Administrators
Utah
$317K -$198K -1,778 -40%
SIA
696
SkyView Investment Advisors
New Jersey
$317K -$21.1K -190 -7%
CS
697
Comerica Securities
Michigan
$315K +$3.67K +33 +1%
SIA
698
Schechter Investment Advisors
Michigan
$315K +$298K +2,680 New
MIM
699
Morningstar Investment Management
Illinois
$313K +$296K +2,667 New
UB
700
UMB Bank
Missouri
$312K – – –
26 27
28
29 30