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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
751
Weiss Asset Management
Massachusetts
$571K -$30.6M -148,627 -98%
LS
752
Livforsakringsbolaget Skandia
Sweden
$571K – – –
API
753
Asset Planning Inc
California
$567K – – –
FCP
754
Fidelis Capital Partners
Florida
$565K +$3.09K +15 +0.6%
FSA
755
Financial Sense Advisors
California
$565K +$5.14K +25 +1%
GCM
756
Gables Capital Management
Florida
$562K – – –
AWM
757
Aprio Wealth Management
Georgia
$562K +$111K +538 +27%
FC
758
Fulcrum Capital
Washington
$562K -$85.8K -417 -14%
MF
759
Manchester Financial
California
$562K – – –
EWA
760
EverSource Wealth Advisors
Alabama
$560K -$144K -698 -22%
SIA
761
Sage Investment Advisers
New York
$560K +$1.03K +5 +0.2%
MLL
762
Moody Lynn & Lieberson
Massachusetts
$559K -$5.35K -26 -1%
LAIC
763
Lederer & Associates Investment Counsel
California
$556K – – –
VIM
764
VELA Investment Management
Ohio
$555K -$46.3K -225 -8%
TWM
765
Tradition Wealth Management
Minnesota
$541K +$64.2K +312 +15%
SI
766
Stephens Inc
Arkansas
$540K -$26.8K -130 -5%
MCM
767
Manchester Capital Management
Vermont
$537K -$2.26K -11 -0.5%
SCP
768
Silverleafe Capital Partners
Tennessee
$537K – – –
EWA
769
EP Wealth Advisors
California
$533K +$102K +497 +26%
RSWM
770
Robertson Stephens Wealth Management
California
$531K -$5.56K -27 -1%
AWM
771
Affinity Wealth Management
Delaware
$527K -$3.09K -15 -0.6%
BAM
772
Blueshift Asset Management
New Jersey
$525K +$483K +2,347 New
CCP
773
Carmel Capital Partners
California
$519K -$9.46K -46 -2%
RPC
774
Rossmore Private Capital
Connecticut
$514K -$20.6K -100 -4%
MCM
775
Monument Capital Management
Virginia
$511K -$210K -1,022 -31%
29 30
31
32 33