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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Cabot Wealth Management
Massachusetts
$287K -$7.63K -50 -3%
GWM
802
Geneos Wealth Management
Colorado
$284K -$56.9K -373 -17%
BP
803
Ballentine Partners
Massachusetts
$284K +$7.78K +51 +3%
WAM
804
Wakefield Asset Management
Colorado
$282K +$269K +1,765 New
SAM
805
Secure Asset Management
Michigan
$280K – – –
EWM
806
Empirical Wealth Management
Washington
$280K +$267K +1,752 New
GCC
807
Guardian Capital (Canada)
Ontario, Canada
$279K +$266K +1,745 New
BWA
808
BDO Wealth Advisors
Florida
$278K -$11.4K -75 -4%
SDH
809
Sloy Dahl & Holst
Washington
$278K – – –
WTB
810
Washington Trust Bank
Washington
$278K – – –
VC
811
Vicus Capital
Pennsylvania
$273K -$67.9K -445 -19%
BIA
812
Benchmark Investment Advisors
Illinois
$272K +$259K +1,700 New
FFG
813
Ford Financial Group
California
$270K +$10.7K +70 +4%
IAIM
814
International Assets Investment Management
Florida
$267K +$9.62K +63 +4%
HCM
815
Hodges Capital Management
Texas
$266K +$255K +1,668 New
NCM
816
Novare Capital Management
North Carolina
$265K -$101K -663 -29%
BFPW
817
BOK Financial Private Wealth
Colorado
$265K +$253K +1,659 New
DS
818
DRW Securities
Illinois
$261K -$129K -844 -34%
HWIS
819
Hancock Whitney Investment Services
Louisiana
$260K +$250K +1,640 New
HCA
820
Harbour Capital Advisors
Virginia
$259K +$247K +1,620 New
AC
821
Avestar Capital
New York
$257K – – –
GCM
822
G2 Capital Management
Ohio
$257K +$245K +1,608 New
DAC
823
Dividend Assets Capital
South Carolina
$256K – – –
HWM
824
HB Wealth Management
Georgia
$255K +$243K +1,595 New
RC
825
Rovin Capital
Arizona
$252K +$458 +3 +0.2%
31 32
33
34 35