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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
776
Private Trust Company
Ohio
$356K -$6.97K -44 -2%
CM
777
Crestline Management
Texas
$355K +$332K +2,100 New
KFS
778
Kaizen Financial Strategies
California
$354K -$64.9K -410 -16%
KCM
779
Kathmere Capital Management
Pennsylvania
$349K +$47K +297 +17%
CTC
780
Cetera Trust Company
Minnesota
$346K -$3.96K -25 -1%
RT
781
Rockland Trust
Massachusetts
$346K – – –
GIA
782
Gateway Investment Advisers
Ohio
$346K -$17.9K -113 -5%
SAM
783
Smartleaf Asset Management
Massachusetts
$342K +$161K +1,020 +100%
MF
784
Manchester Financial
California
$342K – – –
EWP
785
Elevation Wealth Partners
California
$341K – – –
DC
786
Davenport & Co
Virginia
$339K +$317K +2,005 New
APWA
787
Atlas Private Wealth Advisors
New Jersey
$338K – – –
WA
788
WealthTrust Axiom
Pennsylvania
$338K +$317K +2,000 New
CCG
789
Catalina Capital Group
California
$336K +$28.5K +180 +10%
AA
790
ALPS Advisors
Colorado
$335K +$39.3K +248 +14%
MPM
791
MBB Public Markets
Illinois
$335K -$3.26M -20,604 -91%
1IA
792
1620 Investment Advisors
Massachusetts
$332K +$158 +1 +0.1%
PMA
793
Prudent Man Advisors
Illinois
$332K – – –
GLA
794
Good Life Advisors
Pennsylvania
$330K -$18.4K -116 -6%
WAC
795
William Allan Corp
Colorado
$326K +$38.5K +243 +14%
FCI
796
Financial Counselors Inc
Kansas
$325K -$80.6K -509 -21%
EWA
797
EverSource Wealth Advisors
Alabama
$325K +$6.33K +40 +2%
PTP
798
Platform Technology Partners
New York
$325K – – –
JIC
799
Johnson Investment Counsel
Ohio
$324K -$170K -1,074 -36%
GLA
800
Great Lakes Advisors
Illinois
$324K -$64.3K -406 -18%
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