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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
701
Merrion Investment Management
New Jersey
$224K – – –
MLL
702
Moody Lynn & Lieberson
Massachusetts
$224K – – –
SWIG
703
Strategic Wealth Investment Group
Kentucky
$224K +$1.43K +14 +0.6%
BL
704
Balentine LLC
Georgia
$223K +$254K +2,481 New
LAM
705
LFS Asset Management
California
$221K -$3.77M -36,847 -94%
GWCM
706
Godshalk Welsh Capital Management
Pennsylvania
$218K +$10.2K +100 +4%
O
707
Ossiam
France
$218K +$248K +2,427 New
BI
708
Bramshill Investments
Florida
$215K -$345K -3,370 -58%
GIA
709
Gateway Investment Advisers
Ohio
$214K -$91.4K -894 -27%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$214K +$244K +2,382 New
SWA
711
Stratos Wealth Advisors
Ohio
$213K -$17.2K -168 -7%
WFA
712
Wipfli Financial Advisors
Wisconsin
$213K +$243K +2,376 New
SYBT
713
Stock Yards Bank & Trust
Kentucky
$210K -$30.7K -300 -11%
TFA
714
Transamerica Financial Advisors
Florida
$210K -$2.66K -26 -1%
PCMC
715
Private Capital Management (Colorado)
Colorado
$210K -$614 -6 -0.3%
AF
716
Advisornet Financial
Minnesota
$210K +$31.9K +312 +15%
SA
717
Shilanski & Associates
Alaska
$210K +$240K +2,343 New
CPP
718
Capasso Planning Partners
South Carolina
$208K -$183K -1,785 -43%
SC
719
Savant Capital
Illinois
$208K -$32.2K -315 -12%
IA
720
IFG Advisory
Georgia
$207K +$102 +1 +0%
GCP
721
GSA Capital Partners
United Kingdom
$206K -$457K -4,471 -66%
AFM
722
Anson Funds Management
Texas
$206K +$235K +2,300 New
TPA
723
Trivium Point Advisory
Connecticut
$205K -$80K -782 -27%
MF
724
Manchester Financial
California
$205K +$233K +2,282 New
JSW
725
Journey Strategic Wealth
New Jersey
$205K +$235K +2,294 New
27 28
29
30 31