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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
801
Camelot Portfolios
Ohio
$264K -$176K -1,202 -42%
LC
802
Lindbrook Capital
California
$263K +$4.84K +33 +2%
SDH
803
Sloy Dahl & Holst
Washington
$263K – – –
MCI
804
MRP Capital Investments
Georgia
$263K -$40.3K -275 -14%
RI
805
Ridgewood Investments
New Jersey
$263K -$8.8K -60 -3%
EWA
806
EverSource Wealth Advisors
Alabama
$262K -$5.72K -39 -2%
CWM
807
Cornerstone Wealth Management
Missouri
$262K +$587 +4 +0.2%
BIA
808
Barry Investment Advisors
Massachusetts
$259K – – –
WVP
809
Worth Venture Partners
New Jersey
$258K – – –
CA
810
Cullinan Associates
Kentucky
$258K -$597K -4,070 -71%
KA
811
KLCM Advisors
Wisconsin
$257K -$220K -1,500 -48%
PAM
812
Paradigm Asset Management
New York
$256K – – –
FFA
813
Farther Finance Advisors
California
$255K +$21.9K +149 +10%
HA
814
Hanover Advisors
South Carolina
$255K +$239K +1,628 New
GWCM
815
Godshalk Welsh Capital Management
Pennsylvania
$254K – – –
CCA
816
Childress Capital Advisors
Texas
$254K -$17.3K -118 -7%
SGI
817
Summit Global Investments
Utah
$253K -$676K -4,613 -74%
DP
818
Dearborn Partners
Illinois
$252K – – –
V
819
ViaWealth
Kansas
$251K -$27.9K -190 -11%
IWA
820
Icon Wealth Advisors
Texas
$251K +$733 +5 +0.3%
CIA
821
Cladis Investment Advisory
Montana
$250K -$73.3K -500 -24%
MAM
822
Martingale Asset Management
Massachusetts
$250K +$234K +1,595 New
ATIA
823
American Trust Investment Advisors
New Hampshire
$248K +$232K +1,585 New
OCM
824
One Capital Management
California
$247K +$231K +1,578 New
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$243K -$2.49K -17 -1%
31 32
33
34 35