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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
876
Gibbs Wealth Management
Georgia
$277K +$291K +1,666 New
WCM
877
Winthrop Capital Management
Indiana
$275K +$350 +2 +0.1%
WVP
878
Worth Venture Partners
New Jersey
$274K – – –
KP
879
Keel Point
Alabama
$274K +$43.7K +250 +18%
CCA
880
Childress Capital Advisors
Texas
$273K -$7.52K -43 -3%
BTI
881
Blue Trust Inc
Georgia
$273K +$63.3K +362 +28%
PAM
882
Paradigm Asset Management
New York
$272K – – –
CA
883
Cornerstone Advisory
Maryland
$271K -$524 -3 -0.2%
CWM
884
Cornerstone Wealth Management
Missouri
$270K +$699 +4 +0.2%
DMBA
885
Deseret Mutual Benefit Administrators
Utah
$269K -$12.9K -74 -4%
PHK
886
Point72 Hong Kong
Hong Kong
$266K +$280K +1,600 New
SW
887
SlateStone Wealth
Florida
$265K – – –
GCP
888
GSA Capital Partners
United Kingdom
$265K +$279K +1,594 New
CWM
889
ClientFirst Wealth Management
Arkansas
$265K – – –
SAM
890
Silvercrest Asset Management
New York
$264K +$45.8K +262 +20%
FSA
891
Fort Sheridan Advisors
Illinois
$264K -$26.2K -150 -9%
PA
892
PharVision Advisers
Florida
$264K +$278K +1,588 New
BPWM
893
Badgley Phelps Wealth Managers
Washington
$263K -$58.9K -337 -18%
APA
894
Astoria Portfolio Advisors
New York
$262K +$299K +1,712 New
SYBT
895
Stock Yards Bank & Trust
Kentucky
$262K -$18.2K -104 -6%
GWCM
896
Godshalk Welsh Capital Management
Pennsylvania
$262K – – –
HS
897
Hazelview Securities
Ontario, Canada
$261K +$274K +1,570 New
PP
898
PDS Planning
Ohio
$260K +$19.6K +112 +8%
PCMM
899
Piedmont Capital Management (Montana)
Montana
$260K +$350 +2 +0.1%
JIC
900
Johnson Investment Counsel
Ohio
$259K -$48.6K -278 -15%
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