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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
676
Cohen Klingenstein
New York
$582K – – –
FDS
677
First Dallas Securities
Texas
$582K – – –
NERM
678
New England Research & Management
Illinois
$582K – – –
SWM
679
Spire Wealth Management
Virginia
$579K -$506K -2,930 -49%
AWA
680
Arete Wealth Advisors
Illinois
$573K +$24.9K +144 +5%
CIA
681
Capital Investment Advisors
Georgia
$572K +$3.28K +19 +0.6%
DWM
682
Diversify Wealth Management
Utah
$568K +$29K +168 +6%
MG
683
Mather Group
Illinois
$567K +$1.21K +7 +0.2%
GS
684
GWN Securities
Florida
$565K -$139K -806 -21%
P
685
Pitcairn
Pennsylvania
$564K -$121K -700 -19%
MIM
686
Merrion Investment Management
New Jersey
$563K – – –
WCA
687
Westover Capital Advisors
Delaware
$563K – – –
RBC
688
Roble Belko & Company
Pennsylvania
$563K – – –
OFG
689
Oxford Financial Group
Indiana
$563K +$10.5K +61 +2%
RIM
690
Rakuten Investment Management
Japan
$561K +$828K +4,796 New
OIAM
691
OFI Invest Asset Management
France
$561K -$41.4K -240 -6%
AWM
692
Adams Wealth Management
Utah
$561K -$85.1K -493 -14%
CI
693
CacheTech Inc
Utah
$561K -$85.1K -493 -14%
WG
694
Welch Group
Alabama
$558K +$691 +4 +0.1%
SA
695
Strategic Advocates
Utah
$553K +$15.9K +92 +3%
OWP
696
ORG Wealth Partners
Texas
$552K -$6.21K -36 -1%
FNBSF
697
First National Bank Sioux Falls
South Dakota
$551K -$1.04K -6 -0.2%
FC
698
Fulcrum Capital
Washington
$550K +$40.9K +237 +9%
BJL
699
Brighton Jones LLC
Washington
$549K +$117K +679 +30%
MSWMA
700
Market Street Wealth Management Advisors
Indiana
$547K -$7.6K -44 -1%
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28
29 30