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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Promethium Advisors
Maryland
$415K – – –
WSFS
802
Wilmington Savings Fund Society
Delaware
$413K -$9.08K -50 -2%
SWA
803
Stratos Wealth Advisors
Ohio
$410K – – –
WANY
804
Wealthspire Advisors (New York)
New York
$409K +$159K +874 +65%
PA
805
Procyon Advisors
Connecticut
$405K +$398K +2,188 New
HCM
806
Howard Capital Management
Georgia
$405K +$2K +11 +0.5%
VSQM
807
V-Square Quantitative Management
Illinois
$402K +$394K +2,171 New
MWM
808
Modera Wealth Management
New Jersey
$401K +$182 +1 +0%
OC
809
Opinicus Capital
Florida
$401K -$43.1K -237 -10%
ACA
810
Aptus Capital Advisors
Alabama
$399K +$16.2K +89 +4%
AAIM
811
American Assets Investment Management
California
$398K +$1.36M +7,500 New
KFP
812
KMG Fiduciary Partners
Ohio
$398K +$128K +704 +49%
SW
813
SVB Wealth
Massachusetts
$396K -$7.27K -40 -2%
NCM
814
Novare Capital Management
North Carolina
$395K -$9.08K -50 -2%
ORC
815
O'Rourke & Company
Massachusetts
$393K +$10.4K +57 +3%
BWP
816
BSW Wealth Partners
Colorado
$388K +$1.09K +6 +0.3%
RT
817
Rockland Trust
Massachusetts
$385K +$5.09K +28 +1%
MYIA
818
Mount Yale Investment Advisors
Colorado
$384K +$377K +2,075 New
KFS
819
Kaizen Financial Strategies
California
$383K -$40.9K -225 -10%
SIC
820
Samalin Investment Counsel
New York
$379K -$6.36K -35 -2%
PCS
821
Personal CFO Solutions
New Jersey
$378K -$18.2K -100 -5%
BFG
822
Birch Financial Group
New Hampshire
$378K +$182 +1 +0%
4A
823
4Wealth Advisors
Illinois
$376K +$8.36K +46 +2%
IF
824
Intrua Financial
Texas
$374K -$321K -1,766 -47%
JTF
825
J. Team Financial
Texas
$374K +$3.09K +17 +0.8%
31 32
33
34 35