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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
751
Summit Trail Advisors
New York
– -$321K -2,127 Closed
WJA
752
Williams Jones & Associates
New York
– -$266K -1,725 Closed
PT
753
Plimoth Trust
Massachusetts
– -$246K -1,592 Closed
FCBT
754
First Citizens Bank & Trust
North Carolina
– -$236K -1,532 Closed
WPP
755
Whalerock Point Partners
Rhode Island
– -$232K -1,500 Closed
CL
756
Choreo LLC
Illinois
– -$225K -1,459 Closed
ZB
757
Zions Bancorporation
Utah
– -$213K -1,379 Closed
BCAM
758
Boston Common Asset Management
Massachusetts
– -$213K -1,377 Closed
IIM
759
Ipswich Investment Management
Massachusetts
– -$208K -1,347 Closed
IWM
760
IHT Wealth Management
Illinois
– -$173K -1,128 Closed
APP
761
Avantax Planning Partners
Iowa
– -$133K -860 Closed
CIP
762
Convergence Investment Partners
Florida
– -$86K -555 Closed
FCAG
763
First Capital Advisors Group
New Jersey
– -$22K -141 Closed
CCA
764
Clearwater Capital Advisors
Illinois
– -$21K -139 Closed
SP
765
SWS Partners
Ohio
– -$18K -116 Closed
HR
766
Howe & Rusling
New York
– -$15K -100 Closed
LA
767
Legacy Advisors
Pennsylvania
– -$7K -43 Closed
PFO
768
Pathstone Family Office
New Jersey
– -$6K -36 Closed
BFEC
769
Benjamin F. Edwards & Company
Missouri
– -$2K -14 Closed
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
– -$2K -13 Closed
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