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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
876
Patton Fund Management
Texas
$297K – – –
NSIM
877
North Star Investment Management
Illinois
$293K – – –
CFP
878
Catalyst Financial Partners
Massachusetts
$291K +$5.87K +34 +2%
HBT
879
Heartland Bank & Trust
Illinois
$288K -$1.21K -7 -0.5%
MIM
880
Morningstar Investment Management
Illinois
$287K -$672K -3,891 -72%
JCM
881
Jacobi Capital Management
Pennsylvania
$286K +$173 +1 +0.1%
KF
882
Krilogy Financial
Missouri
$285K +$271K +1,572 New
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$285K +$13.8K +80 +6%
PCG
884
Prosperity Consulting Group
Maryland
$283K +$261K +1,509 New
LC
885
Lavaca Capital
Texas
$282K – – –
AGA
886
Accuvest Global Advisors
Utah
$278K -$13.3K -77 -5%
CAG
887
Csenge Advisory Group
Florida
$278K +$17.6K +102 +7%
SWMG
888
Stillwater Wealth Management Group
Florida
$276K +$254K +1,471 New
SDWIA
889
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$276K – – –
MPAM
890
Murphy Pohlad Asset Management
Minnesota
$275K -$12.1K -70 -5%
USCWA
891
U.S. Capital Wealth Advisors
Texas
$275K +$27.4K +159 +12%
AWA
892
Alta Wealth Advisors
Massachusetts
$274K – – –
SAI
893
Savvy Advisors Inc
New York
$274K +$252K +1,459 New
WT
894
Washington Trust
Rhode Island
$273K +$251K +1,454 New
BTI
895
Blue Trust Inc
Georgia
$271K -$15.4K -89 -6%
KFP
896
KMG Fiduciary Partners
Ohio
$271K +$863 +5 +0.3%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$269K +$2.24K +13 +0.9%
KAM
898
Knightsbridge Asset Management
California
$267K +$246K +1,424 New
DMBA
899
Deseret Mutual Benefit Administrators
Utah
$267K -$34.7K -201 -12%
MWM
900
Meridian Wealth Management
Kentucky
$266K +$16.6K +96 +7%
34 35
36
37 38