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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
901
Heartland Bank & Trust
Illinois
$292K +$7.63K +40 +3%
CWM
902
Cornerstone Wealth Management
Missouri
$291K +$763 +4 +0.3%
MGI
903
Miller Global Investments
Texas
$288K +$12K +63 +4%
PTC
904
Private Trust Company
Ohio
$287K +$3.43K +18 +1%
NS
905
NBC Securities
Alabama
$286K -$36.4K -191 -11%
SFG
906
Synergy Financial Group
California
$285K +$292K +1,529 New
CAG
907
Csenge Advisory Group
Florida
$285K +$8.01K +42 +3%
JCM
908
Jacobi Capital Management
Pennsylvania
$284K +$191 +1 +0.1%
AAM
909
Augustine Asset Management
Florida
$281K -$15.1K -79 -5%
NRC
910
New Republic Capital
North Carolina
$280K -$42.1K -221 -13%
CIA
911
Cladis Investment Advisory
Montana
$280K – – –
LC
912
Lavaca Capital
Texas
$280K – – –
MWM
913
Meridian Wealth Management
Kentucky
$280K -$36K -189 -11%
AWA
914
Alta Wealth Advisors
Massachusetts
$279K +$6.1K +32 +2%
CI
915
Conning Inc
Connecticut
$279K -$45.6K -239 -14%
HCMG
916
Howard Capital Management Group
California
$278K – – –
SQA
917
Simon Quick Advisors
New Jersey
$277K +$284K +1,487 New
PA
918
Promethium Advisors
Maryland
$277K -$145K -760 -34%
OAM
919
Ostrum Asset Management
France
$277K +$188K +986 +198%
SDWIA
920
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K – – –
MPAM
921
Murphy Pohlad Asset Management
Minnesota
$273K – – –
AWAU
922
Alliance Wealth Advisors (Utah)
Utah
$273K -$40.4K -212 -13%
MPWT
923
MassMutual Private Wealth & Trust
Connecticut
$273K -$22.9K -120 -8%
WT
924
Washington Trust
Rhode Island
$271K – – –
MCI
925
MRP Capital Investments
Georgia
$270K – – –
35 36
37
38 39