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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
776
Bellecapital
Switzerland
$304K – – –
NB
777
NBT Bank
New York
$304K – – –
RIA
778
Regal Investment Advisors
Michigan
$301K +$287K +1,883 New
ASBI
779
American State Bank (Iowa)
Iowa
$301K – – –
ANRIA
780
American National Registered Investment Advisor
Texas
$300K – – –
UIA
781
UBP Investment Advisors
Switzerland
$300K – – –
VFIC
782
Valley Forge Investment Consultants
Pennsylvania
$300K – – –
AG
783
AIA Group
Hong Kong
$299K -$1.12M -7,321 -80%
WA
784
Waddell & Associates
Tennessee
$299K +$4.58K +30 +2%
CIC
785
Carnegie Investment Counsel
Ohio
$298K -$172K -1,130 -38%
PSUF
786
People's United Financial
Connecticut
$298K +$284K +1,863 New
KTC
787
Kistler-Tiffany Companies
Pennsylvania
$296K +$763 +5 +0.3%
GAM
788
Griffin Asset Management
New York
$296K +$282K +1,850 New
HIS
789
Harvest Investment Services
Illinois
$293K -$1.37K -9 -0.5%
LOIM
790
Liberty One Investment Management
Illinois
$289K -$258K -1,691 -48%
PMA
791
Prudent Man Advisors
Illinois
$289K -$60K -393 -18%
MWM
792
Modera Wealth Management
New Jersey
$289K +$276K +1,810 New
DC
793
Davenport & Co
Virginia
$288K -$290K -1,900 -51%
WPW
794
Warther Private Wealth
Ohio
$288K +$11K +72 +4%
CCA
795
Clearwater Capital Advisors
Illinois
$288K +$275K +1,800 New
CWM
796
Cabot Wealth Management
Massachusetts
$287K -$7.63K -50 -3%
GWM
797
Geneos Wealth Management
Colorado
$284K -$56.9K -373 -17%
BP
798
Ballentine Partners
Massachusetts
$284K +$7.78K +51 +3%
WAM
799
Wakefield Asset Management
Colorado
$282K +$269K +1,765 New
SAM
800
Secure Asset Management
Michigan
$280K – – –
30 31
32
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