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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
API
776
Asset Planning Inc
California
$473K – – –
MLL
777
Moody Lynn & Lieberson
Massachusetts
$471K – – –
SIA
778
Sage Investment Advisers
New York
$470K +$954 +5 +0.2%
AU
779
AlphaGrep UK
$470K +$245K +1,283 +104%
GCM
780
Gables Capital Management
Florida
$469K -$38.1K -200 -7%
MF
781
Manchester Financial
California
$468K – – –
FCP
782
Fidelis Capital Partners
Florida
$468K +$4K +21 +0.8%
FSA
783
Financial Sense Advisors
California
$466K – – –
LAIC
784
Lederer & Associates Investment Counsel
California
$464K – – –
DMBA
785
Deseret Mutual Benefit Administrators
Utah
$463K +$240K +1,258 +103%
DT
786
Diversified Trust
Tennessee
$460K -$1.98M -10,404 -81%
KFP
787
KMG Fiduciary Partners
Ohio
$453K +$53.8K +282 +13%
MCM
788
Manchester Capital Management
Vermont
$450K – – –
RSWM
789
Robertson Stephens Wealth Management
California
$448K +$5.91K +31 +1%
BRWA
790
B. Riley Wealth Advisors
Florida
$448K -$507K -2,659 -52%
RPC
791
Rossmore Private Capital
Connecticut
$448K -$19.1K -100 -4%
SCP
792
Silverleafe Capital Partners
Tennessee
$448K – – –
AWM
793
Affinity Wealth Management
Delaware
$442K – – –
CCP
794
Carmel Capital Partners
California
$442K -$2.1K -11 -0.5%
SW
795
SMART Wealth
Nebraska
$442K +$451K +2,367 New
OWA
796
Octavia Wealth Advisors
Ohio
$441K -$36.8K -193 -8%
PI
797
PFG Investments
New York
$437K +$9.54K +50 +2%
GL
798
GHE LLC
Tennessee
$437K -$79.1K -415 -15%
RCAG
799
Rehmann Capital Advisory Group
Michigan
$434K -$76.7K -402 -15%
MJRIC
800
Mogy Joel R Investment Counsel
California
$434K -$95.4K -500 -18%
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