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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
801
Great Lakes Advisors
Illinois
$241K -$976K -8,077 -83%
TPCW
802
TD Private Client Wealth
New York
$241K -$264K -2,184 -56%
SDH
803
Sloy Dahl & Holst
Washington
$240K +$203K +1,680 New
KWA
804
Kingswood Wealth Advisors
California
$239K +$203K +1,679 New
NICM
805
Neo Ivy Capital Management
New York
$239K +$202K +1,675 New
LWL
806
Leo Wealth LLC
Texas
$238K +$201K +1,661 New
CWM
807
Cornerstone Wealth Management
Missouri
$238K +$202K +1,668 New
MWM
808
Meridian Wealth Management
Kentucky
$235K +$201K +1,666 New
WVP
809
Worth Venture Partners
New Jersey
$235K +$199K +1,650 New
LC
810
Lindbrook Capital
California
$235K +$13.2K +109 +7%
PAM
811
Paradigm Asset Management
New York
$233K – – –
BIA
812
Barry Investment Advisors
Massachusetts
$233K +$198K +1,634 New
GWCM
813
Godshalk Welsh Capital Management
Pennsylvania
$232K -$60.4K -500 -24%
DP
814
Dearborn Partners
Illinois
$229K +$194K +1,608 New
CAM
815
Cidel Asset Management
Ontario, Canada
$228K +$193K +1,600 New
JWM
816
JFG Wealth Management
Colorado
$228K +$193K +1,600 New
IWA
817
Icon Wealth Advisors
Texas
$228K +$193K +1,597 New
DMBA
818
Deseret Mutual Benefit Administrators
Utah
$228K -$68.9K -570 -26%
KWM
819
Kingsview Wealth Management
Oregon
$227K +$192K +1,592 New
PWPS
820
Pinnacle Wealth Planning Services
Ohio
$224K +$190K +1,572 New
VCP
821
Verus Capital Partners
Arizona
$224K +$190K +1,572 New
CIC
822
Carnegie Investment Counsel
Ohio
$222K +$188K +1,554 New
HVIA
823
Hudson Valley Investment Advisors
New York
$221K -$150K -1,242 -44%
JCM
824
Jacobi Capital Management
Pennsylvania
$218K +$185K +1,531 New
EWP
825
Elevation Wealth Partners
California
$218K +$244K +2,019 New
31 32
33
34 35