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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
851
Atlantic Edge Private Wealth Management
Florida
$211K – – –
BC
852
Burney Company
Virginia
$210K +$197K +1,345 New
SAM
853
Silvercrest Asset Management
New York
$208K +$195K +1,328 New
LA
854
Legacy Advisors
Pennsylvania
$207K +$192K +1,308 New
USCWA
855
U.S. Capital Wealth Advisors
Texas
$206K +$193K +1,318 New
PP
856
PDS Planning
Ohio
$206K +$193K +1,314 New
A
857
AJOVista
Massachusetts
$205K – – –
AWM
858
AE Wealth Management
Kansas
$204K -$4.72M -32,194 -96%
BCM
859
Bluefin Capital Management
New York
$203K -$1.84M -12,575 -91%
CL
860
CSS LLC
Illinois
$203K -$88K -600 -32%
CTC
861
Central Trust Company
Missouri
$201K -$9.24K -63 -5%
FCM
862
Firestone Capital Management
Florida
$200K +$188K +1,280 New
GI
863
GAMCO Investors
Connecticut
$200K +$188K +1,280 New
LCM
864
Logan Capital Management
Pennsylvania
$199K – – –
PFBT
865
Parkside Financial Bank & Trust
Missouri
$189K +$1.17K +8 +0.7%
HNB
866
Hilltop National Bank
Wyoming
$187K +$175K +1,193 New
CG
867
Cutler Group
California
$180K +$88.4K +603 +110%
TIM
868
Thompson Investment Management
Wisconsin
$177K -$1.76K -12 -1%
CFM
869
Catalyst Funds Management
Australia
$172K +$161K +1,100 New
GAA
870
Global Assets Advisory
Florida
$171K +$3.85M +26,245 New
AF
871
Allworth Financial
California
$168K +$41.1K +280 +35%
MPWT
872
MassMutual Private Wealth & Trust
Connecticut
$166K +$7.48K +51 +5%
M
873
MOTCO
Texas
$160K -$440 -3 -0.3%
TFIPS
874
Towarzystwo Funduszy Inwestycyjnych PZU SA
$160K – – –
LTI
875
Laffer Tengler Investments
Tennessee
$159K +$11.6K +79 +8%
33 34
35
36 37