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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
AE Wealth Management
Kansas
$232K +$175 +1 +0.1%
BIA
927
Barry Investment Advisors
Massachusetts
$232K +$1.4K +8 +0.6%
MNBTD
928
Moody National Bank Trust Division
Texas
$232K +$13.6K +78 +6%
KFP
929
KMG Fiduciary Partners
Ohio
$231K +$874 +5 +0.4%
MWM
930
Meridian Wealth Management
Kentucky
$230K -$177K -1,013 -42%
AA
931
Alta Advisers
United Kingdom
$230K +$242K +1,385 New
ST
932
Smithfield Trust
Pennsylvania
$228K – – –
LWP
933
LMG Wealth Partners
Louisiana
$227K – – –
PCA
934
Purkiss Capital Advisors
Connecticut
$226K +$2.97K +17 +1%
BWG
935
Berry Wealth Group
Texas
$226K +$238K +1,359 New
FLPIM
936
F.L. Putnam Investment Management
Massachusetts
$225K +$27.8K +159 +13%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$225K +$28.8K +165 +14%
CIC
938
Carnegie Investment Counsel
Ohio
$225K – – –
SLG
939
Silver Lake Group
California
$224K – – –
CI
940
CX Institutional
Indiana
$223K -$1.75K -10 -0.7%
DAS
941
Diversify Advisory Services
Utah
$220K -$23.8K -136 -9%
TWP
942
Triad Wealth Partners
Kansas
$219K -$14.2K -81 -6%
USCWA
943
U.S. Capital Wealth Advisors
Texas
$218K -$39K -223 -15%
FFA
944
First Foundation Advisors
California
$217K -$97.2K -556 -30%
HIA
945
Harbor Investment Advisory
Maryland
$216K -$26.2K -150 -10%
CP
946
Canopy Partners
Ohio
$215K +$1.75K +10 +0.8%
SN
947
Sittner & Nelson
Oregon
$215K +$114K +650 +101%
C
948
Certuity
Florida
$213K +$13.5K +77 +6%
RI
949
Ridgewood Investments
New Jersey
$213K – – –
LCM
950
Logan Capital Management
Pennsylvania
$212K – – –
36 37
38
39 40