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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
851
Fort Sheridan Advisors
Illinois
$400K – – –
PCMM
852
Piedmont Capital Management (Montana)
Montana
$400K +$617 +3 +0.2%
WPP
853
Whalerock Point Partners
Rhode Island
$397K – – –
EFG
854
Embree Financial Group
Illinois
$397K +$11.1K +54 +3%
KAM
855
Knightsbridge Asset Management
California
$396K +$28.2K +137 +8%
1IA
856
1620 Investment Advisors
Massachusetts
$393K +$362K +1,758 New
CWM
857
Cabot Wealth Management
Massachusetts
$390K – – –
ASBI
858
American State Bank (Iowa)
Iowa
$388K – – –
WCM
859
Winthrop Capital Management
Indiana
$388K +$1.65K +8 +0.5%
GWP
860
Gateway Wealth Partners
Wisconsin
$388K -$32.9K -160 -8%
OC
861
Opinicus Capital
Florida
$386K -$206 -1 -0.1%
EWP
862
Elevation Wealth Partners
California
$384K +$617 +3 +0.2%
GWP
863
Gen-Wealth Partners
Michigan
$383K -$23.3K -113 -6%
AAM
864
Augustine Asset Management
Florida
$383K +$42.6K +207 +14%
BCG
865
Breakwater Capital Group
New Jersey
$381K -$412 -2 -0.1%
OGC
866
Oak Grove Capital
New Hampshire
$380K – – –
NCM
867
Novare Capital Management
North Carolina
$379K – – –
AA
868
Armis Advisers
Georgia
$378K +$88.9K +432 +35%
IC
869
IEQ Capital
California
$378K -$213K -1,036 -38%
JTF
870
J. Team Financial
Texas
$378K -$823 -4 -0.2%
MC
871
Marest Capital
California
$377K +$347K +1,686 New
KWM
872
Keebeck Wealth Management
Illinois
$376K +$113K +551 +49%
SSG
873
Summit Securities Group
New York
$376K +$335K +1,628 +3,072%
BMWS
874
Brady Martz Wealth Solutions
North Dakota
$376K +$19.1K +93 +6%
PTP
875
Platform Technology Partners
New York
$375K +$1.85K +9 +0.5%
33 34
35
36 37