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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
851
Gateway Wealth Partners
Wisconsin
$353K +$361K +1,893 New
EWA
852
EP Wealth Advisors
California
$351K -$121K -636 -25%
FB
853
First Bancorp
Maine
$350K – – –
QWP
854
Quotient Wealth Partners
Texas
$350K +$15.4K +81 +5%
1WA
855
180 Wealth Advisors
Washington
$350K -$381 -2 -0.1%
LI
856
LRI Investments
Florida
$349K +$10.7K +56 +3%
RPWA
857
Regent Peak Wealth Advisors
Georgia
$346K +$4.2K +22 +1%
IB
858
Intrust Bank
Kansas
$345K – – –
RFC
859
Regions Financial Corp
Alabama
$344K +$46.3K +243 +15%
PCM
860
Penserra Capital Management
California
$343K +$10.9K +57 +3%
PCMM
861
Piedmont Capital Management (Montana)
Montana
$341K +$572 +3 +0.2%
GWP
862
Gen-Wealth Partners
Michigan
$341K -$1.33K -7 -0.4%
MBT
863
Montecito Bank & Trust
California
$339K +$347K +1,819 New
EFA
864
Evernest Financial Advisors
Indiana
$339K +$321K +1,685 New
SBFM
865
S-Bank Fund Management
Finland
$339K -$13K -68 -4%
HA
866
Huntleigh Advisors
Missouri
$339K +$16.8K +88 +5%
FSA
867
Fort Sheridan Advisors
Illinois
$334K – – –
RCA
868
Resonant Capital Advisors
Wisconsin
$333K +$29K +152 +9%
PP
869
PDS Planning
Ohio
$332K +$5.15K +27 +2%
WPP
870
Whalerock Point Partners
Rhode Island
$331K – – –
WTB
871
Washington Trust Bank
Washington
$328K -$2.86K -15 -0.8%
PFA
872
Pure Financial Advisors
California
$328K +$38.7K +203 +13%
TFIPS
873
Towarzystwo Funduszy Inwestycyjnych PZU SA
$326K -$15.3K -80 -4%
CWM
874
Cabot Wealth Management
Massachusetts
$325K – – –
ASBI
875
American State Bank (Iowa)
Iowa
$324K -$8.01K -42 -2%
33 34
35
36 37