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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
926
Ridgewood Investments
New Jersey
$220K – – –
AWM
927
Activest Wealth Management
Florida
$220K -$2.63K -15 -1%
LCM
928
Logan Capital Management
Pennsylvania
$220K +$527 +3 +0.2%
LAM
929
Longboard Asset Management
Arizona
$219K +$223K +1,273 New
TBT
930
Texas Bank & Trust
Texas
$216K +$221K +1,257 New
CAM
931
Cidel Asset Management
Ontario, Canada
$216K -$14.7K -84 -6%
EWM
932
EPG Wealth Management
Georgia
$216K – – –
CFP
933
Cascade Financial Partners
California
$215K +$219K +1,248 New
ACP
934
Argyle Capital Partners
California
$215K +$219K +1,247 New
LAM
935
L2 Asset Management
Massachusetts
$214K -$13.7K -78 -6%
CFGW
936
Chancellor Financial Group WB
Pennsylvania
$213K +$217K +1,235 New
PWPS
937
Pinnacle Wealth Planning Services
Ohio
$212K -$55.8K -318 -21%
GI
938
GAMCO Investors
Connecticut
$212K -$8.78K -50 -4%
PFBT
939
Parkside Financial Bank & Trust
Missouri
$211K +$1.05K +6 +0.5%
SIM
940
Sentry Investment Management
Wisconsin
$211K -$35.1K -200 -14%
MC
941
Moors & Cabot
Massachusetts
$211K -$4.56K -26 -2%
SA
942
Strategic Advisors
New York
$211K -$25.6K -146 -11%
DOA
943
D'Orazio & Associates
Virginia
$209K +$4.39K +25 +2%
OFO
944
OneAscent Family Office
Alabama
$208K +$212K +1,207 New
C
945
Certuity
Florida
$207K -$266K -1,517 -56%
JSA
946
Jacobson & Schmitt Advisors
Wisconsin
$207K – – –
SI
947
Sava Infond
Slovenia
$207K +$211K +1,200 New
FLPIM
948
F.L. Putnam Investment Management
Massachusetts
$206K +$176 +1 +0.1%
AAP
949
Arax Advisory Partners
Colorado
$206K +$147K +840 +236%
HNB
950
Hilltop National Bank
Wyoming
$205K – – –
36 37
38
39 40