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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
776
Leo Wealth LLC
Texas
$284K +$23.3K +159 +10%
PP
777
Paloma Partners
Connecticut
$283K +$265K +1,809 New
CA
778
Cornerstone Advisory
Maryland
$283K -$153K -1,046 -37%
ASBI
779
American State Bank (Iowa)
Iowa
$282K -$9.24K -63 -3%
CCA
780
Clearwater Capital Advisors
Illinois
$282K – – –
AAM
781
Augustine Asset Management
Florida
$280K -$48.7K -332 -16%
BJL
782
Brighton Jones LLC
Washington
$280K +$262K +1,786 New
SW
783
SkyOak Wealth
Michigan
$279K – – –
WPP
784
Whalerock Point Partners
Rhode Island
$278K – – –
NSIM
785
North Star Investment Management
Illinois
$277K +$6.01K +41 +2%
VSQM
786
V-Square Quantitative Management
Illinois
$275K – – –
AG
787
Ascent Group
Virginia
$274K +$256K +1,749 New
CWM
788
Cabot Wealth Management
Massachusetts
$273K – – –
DMBA
789
Deseret Mutual Benefit Administrators
Utah
$273K +$22K +150 +9%
AA
790
ALPS Advisors
Colorado
$271K -$34.5K -235 -12%
SIM
791
Sentry Investment Management
Wisconsin
$269K – – –
CS
792
Capital Square
Tennessee
$269K -$19.1K -130 -7%
FCP
793
Fidelis Capital Partners
Florida
$268K +$43.3K +295 +21%
MC
794
Moors & Cabot
Massachusetts
$268K -$163K -1,114 -39%
SF
795
Synovus Financial
Georgia
$266K +$249K +1,695 New
SMA
796
Sage Mountain Advisors
Georgia
$265K +$32.6K +222 +15%
BP
797
BNP Paribas
France
$264K +$248K +1,688 New
PFG
798
PAX Financial Group
Texas
$264K -$5.72K -39 -2%
CP
799
Camelot Portfolios
Ohio
$264K -$176K -1,202 -42%
LC
800
Lindbrook Capital
California
$263K +$4.84K +33 +2%
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