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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
951
MassMutual Private Wealth & Trust
Connecticut
$205K -$4.56K -26 -2%
EM
952
Excalibur Management
Massachusetts
$205K – – –
FOA
953
Five Oceans Advisors
California
$204K -$34K -194 -14%
MW
954
Marcum Wealth
Ohio
$203K +$207K +1,180 New
BA
955
Bridgewater Associates
Connecticut
$203K +$207K +1,179 New
AWM
956
Ariadne Wealth Management
California
$203K +$197K +1,123 New
SC
957
Stance Capital
Massachusetts
$201K +$204K +1,165 New
BDF
958
Black Diamond Financial
Maryland
$200K +$204K +1,163 New
CTC
959
Central Trust Company
Missouri
$200K -$176 -1 -0.1%
TIM
960
Thompson Investment Management
Wisconsin
$188K -$6.14K -35 -3%
M
961
MOTCO
Texas
$187K – – –
TFM
962
TFC Financial Management
Massachusetts
$182K – – –
CH
963
Cromwell Holdings
Wyoming
$174K – – –
VC
964
Vestor Capital
Illinois
$173K +$878 +5 +0.5%
AWM
965
AllSquare Wealth Management
New York
$172K – – –
VCM
966
Versant Capital Management
Arizona
$172K +$73.9K +421 +73%
AEPWM
967
Atlantic Edge Private Wealth Management
Florida
$168K -$65.8K -375 -28%
CA
968
CoreCap Advisors
Michigan
$156K +$36K +205 +29%
YDMI
969
Y.D. More Investments
Israel
$156K +$7.37K +42 +5%
MAM
970
Morse Asset Management
Connecticut
$155K -$3.51K -20 -2%
SAS
971
Stelac Advisory Services
New York
$152K – – –
CFO
972
CVA Family Office
Colorado
$150K +$27.7K +158 +22%
CF
973
Centaurus Financial
California
$149K +$2.46K +14 +2%
GWM
974
Geneos Wealth Management
Colorado
$146K +$149K +850 New
MHR
975
Matthew Hamilton Rosenberg
$142K – – –
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