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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
676
Piedmont Capital Management (Montana)
Montana
$351K +$333 +3 +0.1%
WPC
677
Wedmont Private Capital
Pennsylvania
$350K +$327K +2,941 New
SICM
678
Sustainable Insight Capital Management
New York
$349K -$211K -1,900 -39%
AC
679
Abbrea Capital
California
$347K -$39.6K -356 -11%
FA
680
FDx Advisors
Illinois
$342K -$62.7K -564 -16%
BP
681
Ballentine Partners
Massachusetts
$341K +$21.7K +195 +7%
IF
682
Intrua Financial
Texas
$339K +$2.78K +25 +0.9%
PFA
683
Pathway Financial Advisers
Indiana
$334K +$316K +2,846 New
WA
684
Waddell & Associates
Tennessee
$333K +$6.11K +55 +2%
MSWMA
685
Market Street Wealth Management Advisors
Indiana
$332K – – –
IAS
686
Insigneo Advisory Services
Florida
$331K +$313K +2,818 New
BCV
687
Banque Cantonale Vaudoise
Switzerland
$330K -$711K -6,400 -69%
CG
688
Caprock Group
Idaho
$330K +$29K +261 +10%
HWM
689
HB Wealth Management
Georgia
$329K +$311K +2,799 New
SFI
690
Siemens Fonds Invest
Germany
$326K -$48.2K -434 -14%
EH
691
Equitable Holdings
New York
$323K -$156K -1,408 -34%
BFS
692
Bard Financial Services
Connecticut
$323K +$55.6K +500 +22%
FC
693
FORA Capital
Florida
$322K +$305K +2,743 New
DMBA
694
Deseret Mutual Benefit Administrators
Utah
$317K -$198K -1,778 -40%
SIA
695
SkyView Investment Advisors
New Jersey
$317K -$21.1K -190 -7%
CS
696
Comerica Securities
Michigan
$315K +$3.67K +33 +1%
SIA
697
Schechter Investment Advisors
Michigan
$315K +$298K +2,680 New
MIM
698
Morningstar Investment Management
Illinois
$313K +$296K +2,667 New
UB
699
UMB Bank
Missouri
$312K – – –
SWIG
700
Strategic Wealth Investment Group
Kentucky
$307K +$1.33K +12 +0.5%
26 27
28
29 30