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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MK
951
MASTERINVEST Kapitalanlage
$293K – – –
ESB
952
Essex Savings Bank
Connecticut
$292K +$823 +4 +0.3%
DT
953
DV Trading
Illinois
$291K +$20.6K +100 +8%
CFGW
954
Chancellor Financial Group WB
Pennsylvania
$291K +$21K +102 +9%
AA
955
Alta Advisers
United Kingdom
$287K – – –
CA
956
Cornerstone Advisory
Maryland
$285K +$7.61K +37 +3%
LCM
957
Logan Capital Management
Pennsylvania
$284K +$262K +1,272 New
DE
958
Defiance ETFs
New York
$284K +$39.5K +192 +18%
SW
959
SlateStone Wealth
Florida
$282K – – –
EWM
960
EPG Wealth Management
Georgia
$280K – – –
SN
961
Sittner & Nelson
Oregon
$280K -$9.05K -44 -3%
SW
962
SteelPeak Wealth
California
$279K +$24.5K +119 +11%
BTI
963
Blue Trust Inc
Georgia
$279K -$24.7K -120 -9%
GHI
964
Gross & Hartman Investments
Pennsylvania
$279K +$256K +1,246 New
SHFC
965
Safe Harbor Family Capital
North Carolina
$279K +$256K +1,246 New
AHL
966
Abel Hall LLC
Louisiana
$278K +$2.47K +12 +1%
DA
967
Dover Advisors
Virginia
$278K +$309K +1,500 New
OFO
968
OneAscent Family Office
Alabama
$277K +$255K +1,239 New
RI
969
Ridgewood Investments
New Jersey
$277K – – –
LOWM
970
Laurel Oak Wealth Management
New Jersey
$276K – – –
BWA
971
Basecamp Wealth Advisors
Washington
$276K – – –
EFA
972
Evernest Financial Advisors
Indiana
$276K -$92.6K -450 -27%
CTC
973
Central Trust Company
Missouri
$275K +$5.76K +28 +2%
MA
974
MCF Advisors
Kentucky
$274K +$4.32K +21 +2%
EWM
975
Empirical Wealth Management
Washington
$274K +$252K +1,227 New
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