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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
801
Silverleafe Capital Partners
Tennessee
$386K – – –
CST
802
Charles Schwab Trust
Nevada
$384K +$378K +2,390 New
MCM
803
Manchester Capital Management
Vermont
$380K -$474 -3 -0.1%
FCP
804
Fidelis Capital Partners
Florida
$379K +$28K +177 +8%
FAIM
805
Financial Advocates Investment Management
Washington
$377K +$371K +2,347 New
AWM
806
Affinity Wealth Management
Delaware
$377K +$4.11K +26 +1%
LIA
807
LS Investment Advisors
Michigan
$376K -$83K -525 -18%
TAM
808
Titleist Asset Management
Texas
$375K +$790 +5 +0.2%
RCAG
809
Rehmann Capital Advisory Group
Michigan
$374K +$1.26K +8 +0.3%
EFG
810
Embree Financial Group
Illinois
$373K -$790 -5 -0.2%
KFS
811
Kaizen Financial Strategies
California
$368K +$22K +139 +6%
MCM
812
Monument Capital Management
Virginia
$367K -$368K -2,331 -51%
CRWM
813
Castle Rock Wealth Management
California
$365K -$738K -4,671 -68%
RWA
814
Redhawk Wealth Advisors
Minnesota
$362K +$4.58K +29 +1%
BJL
815
Brighton Jones LLC
Washington
$361K +$68.1K +431 +24%
PA
816
Promethium Advisors
Maryland
$361K – – –
RFC
817
Regions Financial Corp
Alabama
$350K +$2.84K +18 +0.8%
SIC
818
Samalin Investment Counsel
New York
$350K +$26.4K +167 +8%
NCM
819
Novare Capital Management
North Carolina
$348K +$2.37K +15 +0.7%
SAG
820
SageView Advisory Group
California
$344K +$11.2K +71 +4%
BFA
821
Bragg Financial Advisors
North Carolina
$342K +$59.1K +374 +21%
AC
822
Avestar Capital
New York
$341K -$58K -367 -15%
VSQM
823
V-Square Quantitative Management
Illinois
$341K -$27.8K -176 -8%
UB
824
UMB Bank
Missouri
$340K -$48.8K -309 -13%
HCM
825
Howard Capital Management
Georgia
$339K +$29.5K +187 +10%
31 32
33
34 35