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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
751
Whalerock Point Partners
Rhode Island
$249K +$236K +2,119 New
NCM
752
Novare Capital Management
North Carolina
$248K +$235K +2,110 New
ZCA
753
Zeke Capital Advisors
Pennsylvania
$248K +$234K +2,108 New
DWT
754
Dorsey & Whitney Trust
South Dakota
$246K +$235K +2,113 New
EI
755
EDMP Inc
Florida
$245K +$232K +2,085 New
SCM
756
Shelton Capital Management
Colorado
$245K +$232K +2,085 New
BL
757
Balentine LLC
Georgia
$243K -$45.9K -413 -17%
MF
758
Manchester Financial
California
$243K -$24K -216 -9%
FHA
759
First Horizon Advisors
Tennessee
$242K +$2.44K +22 +1%
RT
760
Rockland Trust
Massachusetts
$241K +$228K +2,050 New
CIM
761
Chapman Investment Management
California
$241K +$228K +2,048 New
WDC
762
Woodward Diversified Capital
California
$241K +$228K +2,047 New
HG
763
Herbst Group
Connecticut
$240K +$227K +2,040 New
HPG
764
Harvest Portfolios Group
Ontario, Canada
$239K +$226K +2,036 New
NP
765
NorthRock Partners
Minnesota
$239K +$226K +2,033 New
V
766
ViaWealth
Kansas
$236K +$222K +1,995 New
CAM
767
Covenant Asset Management
New Jersey
$235K +$222K +2,000 New
RA
768
RFG Advisory
Alabama
$233K -$61.5K -553 -24%
GM
769
GeoWealth Management
Illinois
$233K +$221K +1,985 New
ASBI
770
American State Bank (Iowa)
Iowa
$233K +$11.1K +100 +5%
RPWA
771
Regent Peak Wealth Advisors
Georgia
$232K +$219K +1,973 New
SFG
772
Socha Financial Group
New York
$231K +$219K +1,969 New
CCS
773
Concentric Capital Strategies
Connecticut
$231K +$219K +1,966 New
APP
774
Alpha Paradigm Partners
Illinois
$230K -$221K -1,988 -50%
AWM
775
Apollon Wealth Management
South Carolina
$230K -$113K -1,020 -34%
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31
32 33