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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
876
Icon Wealth Advisors
Texas
$323K +$3.05K +16 +1%
WCM
877
Winthrop Capital Management
Indiana
$322K +$381 +2 +0.1%
OC
878
Opinicus Capital
Florida
$322K -$83.5K -438 -20%
EFG
879
Embree Financial Group
Illinois
$321K -$132K -694 -29%
EWP
880
Elevation Wealth Partners
California
$320K -$25.9K -136 -7%
BCG
881
Breakwater Capital Group
New Jersey
$318K – – –
CFP
882
Catalyst Financial Partners
Massachusetts
$318K +$22.1K +116 +7%
LOAMU
883
Lombard Odier Asset Management (USA)
New York
$317K +$325K +1,702 New
OGC
884
Oak Grove Capital
New Hampshire
$317K -$191K -1,000 -37%
SAM
885
Sompo Asset Management
Japan
$317K -$59.1K -310 -15%
NCM
886
Novare Capital Management
North Carolina
$316K -$84.1K -441 -21%
JTF
887
J. Team Financial
Texas
$315K -$62.6K -328 -16%
BP
888
BNP Paribas
France
$315K – – –
SAG
889
SageView Advisory Group
California
$311K -$55.1K -289 -15%
PTP
890
Platform Technology Partners
New York
$311K +$2.1K +11 +0.7%
CTC
891
Cetera Trust Company
Minnesota
$311K -$38.1K -200 -11%
OWA
892
Outlook Wealth Advisors
Texas
$309K +$1.72K +9 +0.5%
FT
893
Fiduciary Trust
Massachusetts
$305K -$48.8K -256 -14%
KAM
894
Knightsbridge Asset Management
California
$304K +$1.72K +9 +0.6%
PCG
895
Prosperity Consulting Group
Maryland
$301K +$14.1K +74 +5%
LWM
896
LJI Wealth Management
Indiana
$298K – – –
KF
897
Krilogy Financial
Missouri
$298K +$16K +84 +6%
MC
898
Machina Capital
France
$298K -$554K -2,906 -65%
CWM
899
ClientFirst Wealth Management
Arkansas
$297K – – –
BMWS
900
Brady Martz Wealth Solutions
North Dakota
$296K +$303K +1,587 New
34 35
36
37 38