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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
701
UBP Investment Advisors
Switzerland
$250K – – –
NA
702
NewEdge Advisors
Louisiana
$250K +$4.95K +38 +2%
BFO
703
Boston Family Office
Massachusetts
$250K +$22.8K +175 +10%
BCA
704
Berman Capital Advisors
Georgia
$249K +$56.1K +431 +29%
PG
705
Patten Group
Tennessee
$248K – – –
MA
706
Mutual Advisors
Nebraska
$248K +$45.8K +352 +23%
XSC
707
X-Square Capital
Puerto Rico
$248K +$249K +1,910 New
NB
708
NBT Bank
New York
$247K – – –
SB
709
Simmons Bank
Arkansas
$247K +$247K +1,898 New
B
710
Bellecapital
Switzerland
$247K +$247K +1,900 New
CG
711
Caprock Group
Idaho
$245K +$17.7K +136 +8%
ASBI
712
American State Bank (Iowa)
Iowa
$245K – – –
ANRIA
713
American National Registered Investment Advisor
Texas
$244K – – –
VFIC
714
Valley Forge Investment Consultants
Pennsylvania
$244K +$245K +1,879 New
SAM
715
Shell Asset Management
Netherlands
$243K -$221K -1,701 -48%
IA
716
IFP Advisors
Florida
$242K -$50.2K -386 -17%
AWA
717
Arete Wealth Advisors
Illinois
$241K +$242K +1,857 New
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$240K -$85.3K -655 -26%
HIS
719
Harvest Investment Services
Illinois
$240K -$1.3K -10 -0.5%
CWM
720
Cabot Wealth Management
Massachusetts
$240K +$13K +100 +6%
WA
721
Waddell & Associates
Tennessee
$239K -$3.9K -30 -2%
SS
722
Sunbelt Securities
Texas
$238K – – –
BWA
723
BDO Wealth Advisors
Florida
$236K – – –
EN1L
724
Engine No 1 LLC
California
$231K +$231K +1,774 New
WPW
725
Warther Private Wealth
Ohio
$230K -$17.2K -132 -7%
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