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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
751
Machina Capital
France
$226K +$245K +2,092 New
SCM
752
Shelton Capital Management
Colorado
$225K – – –
MF
753
Manchester Financial
California
$223K – – –
RT
754
Rockland Trust
Massachusetts
$221K – – –
WP
755
WealthSource Partners
California
$221K +$1.99K +17 +0.8%
WDC
756
Woodward Diversified Capital
California
$221K – – –
OFG
757
Oxford Financial Group
Indiana
$220K -$5.39K -46 -2%
SYBT
758
Stock Yards Bank & Trust
Kentucky
$219K -$36K -307 -13%
V
759
ViaWealth
Kansas
$219K -$14.9K -127 -6%
CP
760
Camelot Portfolios
Ohio
$218K -$110K -936 -32%
RCA
761
Resonant Capital Advisors
Wisconsin
$217K +$3.63K +31 +2%
IA
762
IFG Advisory
Georgia
$216K +$234K +2,002 New
APWA
763
Atlas Private Wealth Advisors
New Jersey
$216K +$234K +2,000 New
BW
764
Bison Wealth
Georgia
$215K +$11.4K +97 +5%
RFC
765
Regions Financial Corp
Alabama
$215K -$52.7K -450 -18%
ASBI
766
American State Bank (Iowa)
Iowa
$214K – – –
SFS
767
Stiles Financial Services
Minnesota
$214K -$13.8K -118 -6%
HCA
768
Horan Capital Advisors
Ohio
$213K +$231K +1,975 New
WJWM
769
Williams Jones Wealth Management
New York
$213K -$35.1K -300 -13%
SIM
770
Sentry Investment Management
Wisconsin
$205K -$28K -239 -11%
ST
771
Smithfield Trust
Pennsylvania
$205K +$141K +1,200 +170%
VFIC
772
Valley Forge Investment Consultants
Pennsylvania
$203K – – –
DIA
773
Dana Investment Advisors
Wisconsin
$203K +$220K +1,877 New
RPWA
774
Regent Peak Wealth Advisors
Georgia
$202K -$10.5K -90 -5%
MWM
775
Mission Wealth Management
California
$202K +$3.16K +27 +1%
29 30
31
32 33