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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MGI
901
Miller Global Investments
Texas
$288K +$12K +63 +4%
PTC
902
Private Trust Company
Ohio
$287K +$3.43K +18 +1%
NS
903
NBC Securities
Alabama
$286K -$36.4K -191 -11%
SFG
904
Synergy Financial Group
California
$285K +$292K +1,529 New
CAG
905
Csenge Advisory Group
Florida
$285K +$8.01K +42 +3%
JCM
906
Jacobi Capital Management
Pennsylvania
$284K +$191 +1 +0.1%
AAM
907
Augustine Asset Management
Florida
$281K -$15.1K -79 -5%
NRC
908
New Republic Capital
North Carolina
$280K -$42.1K -221 -13%
CIA
909
Cladis Investment Advisory
Montana
$280K – – –
LC
910
Lavaca Capital
Texas
$280K – – –
MWM
911
Meridian Wealth Management
Kentucky
$280K -$36K -189 -11%
AWA
912
Alta Wealth Advisors
Massachusetts
$279K +$6.1K +32 +2%
CI
913
Conning Inc
Connecticut
$279K -$45.6K -239 -14%
HCMG
914
Howard Capital Management Group
California
$278K – – –
SQA
915
Simon Quick Advisors
New Jersey
$277K +$284K +1,487 New
PA
916
Promethium Advisors
Maryland
$277K -$145K -760 -34%
OAM
917
Ostrum Asset Management
France
$277K +$188K +986 +198%
SDWIA
918
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K – – –
MPAM
919
Murphy Pohlad Asset Management
Minnesota
$273K – – –
AWAU
920
Alliance Wealth Advisors (Utah)
Utah
$273K -$40.4K -212 -13%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$273K -$22.9K -120 -8%
WT
922
Washington Trust
Rhode Island
$271K – – –
MCI
923
MRP Capital Investments
Georgia
$270K – – –
SOW
924
State of Wyoming
Wyoming
$270K +$194K +1,015 +235%
PFT
925
Providence First Trust
Arizona
$269K +$66.2K +347 +32%
35 36
37
38 39