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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
751
LJI Wealth Management
Indiana
$327K – – –
PTC
752
Private Trust Company
Ohio
$326K +$278K +1,885 +717%
MFIM
753
Mesirow Financial Investment Management
Illinois
$325K -$442 -3 -0.1%
JCM
754
Jacobi Capital Management
Pennsylvania
$324K +$88.5K +601 +39%
LI
755
Lafayette Investments
Maryland
$323K – – –
HIA
756
Harbor Investment Advisory
Maryland
$322K – – –
CTC
757
Cetera Trust Company
Minnesota
$315K – – –
ECM
758
Evergreen Capital Management
Washington
$315K +$26.7K +181 +10%
GLA
759
Good Life Advisors
Pennsylvania
$314K -$45.8K -311 -13%
RCA
760
Resonant Capital Advisors
Wisconsin
$313K -$14.3K -97 -4%
RT
761
Rockland Trust
Massachusetts
$311K – – –
BW
762
Bison Wealth
Georgia
$311K – – –
BTWM
763
Baker Tilly Wealth Management
Wisconsin
$310K -$652K -4,428 -68%
MF
764
Manchester Financial
California
$307K -$6.63K -45 -2%
EWP
765
Elevation Wealth Partners
California
$306K – – –
APWA
766
Atlas Private Wealth Advisors
New Jersey
$304K +$295K +2,000 New
FNBOO
767
First National Bank of Omaha
Nebraska
$304K +$295K +2,000 New
PMA
768
Prudent Man Advisors
Illinois
$298K +$15.5K +105 +6%
1IA
769
1620 Investment Advisors
Massachusetts
$298K +$290K +1,966 New
SAG
770
SageView Advisory Group
California
$298K +$289K +1,962 New
MFG
771
Merit Financial Group
Georgia
$297K -$64.4K -437 -18%
AG
772
Ascent Group
Virginia
$296K +$29.3K +199 +11%
NG
773
Norden Group
Utah
$296K -$66.4K -451 -19%
SIC
774
Samalin Investment Counsel
New York
$295K +$3.54K +24 +1%
SCM
775
Shelton Capital Management
Colorado
$293K – – –
29 30
31
32 33