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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
826
Cladis Investment Advisory
Montana
$243K – – –
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$237K +$589 +4 +0.3%
MCI
828
MRP Capital Investments
Georgia
$236K -$18.4K -125 -7%
ACA
829
Aptus Capital Advisors
Alabama
$236K +$11.2K +76 +5%
WC
830
Weil Company
California
$236K +$229K +1,553 New
DWA
831
Dorsey Wright & Associates
California
$235K -$55.2K -375 -20%
MIS
832
Morningstar Investment Services
Illinois
$235K +$17.5K +119 +8%
PFG
833
PAX Financial Group
Texas
$232K -$23K -156 -9%
FB
834
First Bancorp
Maine
$232K – – –
FT
835
Fiduciary Trust
Massachusetts
$230K +$4.13K +28 +2%
CIC
836
Carnegie Investment Counsel
Ohio
$228K – – –
EC
837
EJF Capital
Virginia
$228K -$73.7K -500 -25%
LC
838
Lavaca Capital
Texas
$228K – – –
HCMG
839
Howard Capital Management Group
California
$226K – – –
GFP
840
Gryphon Financial Partners
Ohio
$226K +$219K +1,486 New
SDWIA
841
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K – – –
FHA
842
First Horizon Advisors
Tennessee
$222K -$1.62K -11 -0.7%
HVIA
843
Hudson Valley Investment Advisors
New York
$221K +$228K +1,550 New
MWM
844
Mission Wealth Management
California
$220K -$141K -956 -40%
CAM
845
Cidel Asset Management
Ontario, Canada
$220K -$12.4K -84 -5%
IWA
846
Icon Wealth Advisors
Texas
$220K -$25K -170 -11%
VSQM
847
V-Square Quantitative Management
Illinois
$219K -$45.8K -311 -18%
GGS
848
Galvin Gaustad & Stein
Arizona
$219K +$212K +1,442 New
FSA
849
Fort Sheridan Advisors
Illinois
$218K +$212K +1,439 New
EWA
850
EP Wealth Advisors
California
$218K +$212K +1,438 New
32 33
34
35 36