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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
701
Patten Group
Tennessee
$248K – – –
MA
702
Mutual Advisors
Nebraska
$248K +$45.8K +352 +23%
XSC
703
X-Square Capital
Puerto Rico
$248K +$249K +1,910 New
NB
704
NBT Bank
New York
$247K – – –
SB
705
Simmons Bank
Arkansas
$247K +$247K +1,898 New
B
706
Bellecapital
Switzerland
$247K +$247K +1,900 New
CG
707
Caprock Group
Idaho
$245K +$17.7K +136 +8%
ASBI
708
American State Bank (Iowa)
Iowa
$245K – – –
ANRIA
709
American National Registered Investment Advisor
Texas
$244K – – –
VFIC
710
Valley Forge Investment Consultants
Pennsylvania
$244K +$245K +1,879 New
SAM
711
Shell Asset Management
Netherlands
$243K -$221K -1,701 -48%
IA
712
IFP Advisors
Florida
$242K -$50.2K -386 -17%
AWA
713
Arete Wealth Advisors
Illinois
$241K +$242K +1,857 New
KTC
714
Kistler-Tiffany Companies
Pennsylvania
$240K -$85.3K -655 -26%
HIS
715
Harvest Investment Services
Illinois
$240K -$1.3K -10 -0.5%
CWM
716
Cabot Wealth Management
Massachusetts
$240K +$13K +100 +6%
WA
717
Waddell & Associates
Tennessee
$239K -$3.9K -30 -2%
SS
718
Sunbelt Securities
Texas
$238K – – –
BWA
719
BDO Wealth Advisors
Florida
$236K – – –
EN1L
720
Engine No 1 LLC
California
$231K +$231K +1,774 New
WPW
721
Warther Private Wealth
Ohio
$230K -$17.2K -132 -7%
SAM
722
Secure Asset Management
Michigan
$228K -$13.3K -102 -5%
WTB
723
Washington Trust Bank
Washington
$226K +$226K +1,740 New
HCM
724
Hutchinson Capital Management
California
$224K – – –
BP
725
Ballentine Partners
Massachusetts
$223K +$7.94K +61 +4%
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