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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
701
First Foundation Advisors
California
$490K -$392K -2,473 -46%
WT
702
Washington Trust
Rhode Island
$490K -$28.5K -180 -6%
MWA
703
MFA Wealth Advisors
Pennsylvania
$490K +$31.3K +198 +7%
UWS
704
Unique Wealth Strategies
Illinois
$489K +$454K +2,865 +10,611%
LCM
705
Lazari Capital Management
California
$487K -$14.9K -94 -3%
MA
706
Mutual Advisors
Nebraska
$484K -$19.3K -122 -4%
MSWMA
707
Market Street Wealth Management Advisors
Indiana
$481K +$950 +6 +0.2%
MJRIC
708
Mogy Joel R Investment Counsel
California
$477K – – –
FFA
709
Farther Finance Advisors
California
$470K +$140K +883 +47%
LWA
710
Lantern Wealth Advisors
New York
$469K -$15.8K -100 -3%
SFC
711
Strategic Financial Concepts
Texas
$465K +$433K +2,732 +14,379%
C
712
Certuity
Florida
$460K +$431K +2,721 New
WTB
713
Washington Trust Bank
Washington
$458K -$10.1K -64 -2%
ORC
714
O'Rourke & Company
Massachusetts
$457K +$1.43K +9 +0.3%
OC
715
Opinicus Capital
Florida
$456K -$23.9K -151 -5%
BG
716
BDF Gestion
France
$452K – – –
JFG
717
JDM Financial Group
Texas
$451K -$166K -1,047 -28%
EI
718
EDMP Inc
Florida
$449K -$6.33K -40 -1%
SCM
719
Schnieders Capital Management
California
$449K +$25K +158 +6%
MCM
720
MAI Capital Management
Ohio
$448K -$633K -3,997 -60%
AC
721
Avestar Capital
New York
$448K +$11.2K +71 +3%
BFS
722
Bradley Foster & Sargent
Connecticut
$446K – – –
SF
723
Synovus Financial
Georgia
$440K +$139K +877 +51%
GJIA
724
Glass Jacobson Investment Advisors
Maryland
$440K -$11.9K -75 -3%
IAS
725
Insigneo Advisory Services
Florida
$438K +$138K +874 +51%
27 28
29
30 31