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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
801
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$465K -$26.8K -130 -6%
SWA
802
Stratos Wealth Advisors
Ohio
$465K +$412 +2 +0.1%
RT
803
Rockland Trust
Massachusetts
$465K – – –
RWA
804
Redhawk Wealth Advisors
Minnesota
$464K -$11.9K -58 -3%
WB
805
WesBanco Bank
West Virginia
$464K -$6.17K -30 -1%
PFT
806
Providence First Trust
Arizona
$464K +$130K +632 +44%
PCS
807
Personal CFO Solutions
New Jersey
$462K +$34.4K +167 +9%
BFG
808
Birch Financial Group
New Hampshire
$458K – – –
SAM
809
Sompo Asset Management
Japan
$456K +$70K +340 +20%
SW
810
SVB Wealth
Massachusetts
$455K +$2.06K +10 +0.5%
OL
811
Optas LLC
Texas
$455K +$24.7K +120 +6%
SBFM
812
S-Bank Fund Management
Finland
$455K +$44.7K +217 +12%
BAAM
813
Baker Avenue Asset Management
California
$453K +$150K +728 +56%
ACM
814
Aster Capital Management
United Arab Emirates
$451K +$235K +1,140 +130%
HH
815
Hilltop Holdings
Texas
$450K -$48.8K -237 -11%
DT
816
Diversified Trust
Tennessee
$448K -$95.1K -462 -19%
GFA
817
Gallagher Fiduciary Advisors
Illinois
$448K -$9.88K -48 -2%
WTC
818
WhitTier Trust Company
Nevada
$448K +$6.17K +30 +2%
OIAM
819
OFI Invest Asset Management
France
$447K +$16.1K +78 +4%
MWM
820
Modera Wealth Management
New Jersey
$440K +$6.58K +32 +2%
BFA
821
Bragg Financial Advisors
North Carolina
$435K -$68.7K -334 -15%
ORC
822
O'Rourke & Company
Massachusetts
$433K +$1.85K +9 +0.5%
QWP
823
Quotient Wealth Partners
Texas
$431K +$10.5K +51 +3%
FB
824
Fulton Bank
Pennsylvania
$431K – – –
GP
825
Guardian Partners
Canada
$429K -$8.64K -42 -2%
31 32
33
34 35