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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
851
EP Wealth Advisors
California
$218K +$212K +1,438 New
BTI
852
Blue Trust Inc
Georgia
$217K +$167K +1,134 +454%
CPP
853
Capasso Planning Partners
South Carolina
$216K +$147 +1 +0.1%
SIM
854
Sentry Investment Management
Wisconsin
$216K -$43K -292 -17%
MWM
855
Modera Wealth Management
New Jersey
$216K – – –
LA
856
Legacy Advisors
Pennsylvania
$213K +$14.3K +97 +7%
ATIA
857
American Trust Investment Advisors
New Hampshire
$213K -$27.3K -185 -12%
TPCW
858
TD Private Client Wealth
New York
$213K – – –
PP
859
PDS Planning
Ohio
$212K +$12.2K +83 +6%
I
860
InceptionR
California
$211K -$750K -5,092 -79%
BCG
861
Breakwater Capital Group
New Jersey
$209K – – –
KFP
862
KMG Fiduciary Partners
Ohio
$209K -$2.8K -19 -1%
GI
863
GAMCO Investors
Connecticut
$208K +$13.3K +90 +7%
MC
864
Moors & Cabot
Massachusetts
$207K -$50.8K -345 -20%
SAM
865
Silvercrest Asset Management
New York
$206K +$4.13K +28 +2%
RI
866
Ridgewood Investments
New Jersey
$205K -$48.3K -328 -20%
ST
867
Smithfield Trust
Pennsylvania
$205K -$81.8K -555 -29%
SDH
868
Sloy Dahl & Holst
Washington
$205K -$48.6K -330 -20%
AEPWM
869
Atlantic Edge Private Wealth Management
Florida
$205K – – –
SLG
870
Silver Lake Group
California
$205K +$199K +1,350 New
P
871
&Partners
Tennessee
$204K +$198K +1,346 New
SQA
872
Simon Quick Advisors
New Jersey
$203K +$197K +1,338 New
OL
873
Optas LLC
Texas
$203K +$197K +1,338 New
CFP
874
Catalyst Financial Partners
Massachusetts
$202K +$196K +1,328 New
USCWA
875
U.S. Capital Wealth Advisors
Texas
$201K +$1.03K +7 +0.5%
33 34
35
36 37