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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
951
Logan Capital Management
Pennsylvania
$212K – – –
LAM
952
Longboard Asset Management
Arizona
$211K – – –
PCA
953
Pallas Capital Advisors
Massachusetts
$210K +$221K +1,264 New
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$210K +$5.42K +31 +3%
ACM
955
Aster Capital Management
United Arab Emirates
$209K -$91.2K -522 -32%
TBT
956
Texas Bank & Trust
Texas
$209K – – –
CAM
957
Cidel Asset Management
Ontario, Canada
$208K – – –
EWM
958
EPG Wealth Management
Georgia
$208K – – –
MC
959
Moors & Cabot
Massachusetts
$205K +$2.1K +12 +1%
GI
960
GAMCO Investors
Connecticut
$204K – – –
SA
961
Strategic Advisors
New York
$202K -$1.22K -7 -0.6%
CAG
962
Csenge Advisory Group
Florida
$200K +$233K +1,332 New
AA
963
Armis Advisers
Georgia
$200K +$222K +1,272 New
PD
964
Point72 (DIFC)
United Arab Emirates
$199K +$209K +1,198 New
CTC
965
Central Trust Company
Missouri
$193K – – –
BWM
966
Bullock Wealth Management
Indiana
$193K +$1.92K +11 +1%
AWM
967
Activest Wealth Management
Florida
$193K -$20.1K -115 -9%
TIM
968
Thompson Investment Management
Wisconsin
$182K +$1.05K +6 +0.5%
M
969
MOTCO
Texas
$180K +$524 +3 +0.3%
TFM
970
TFC Financial Management
Massachusetts
$176K – – –
CH
971
Cromwell Holdings
Wyoming
$171K +$2.8K +16 +2%
AWM
972
AllSquare Wealth Management
New York
$166K – – –
VC
973
Vestor Capital
Illinois
$166K -$874 -5 -0.5%
GWS
974
Greykasell Wealth Strategies
California
$161K +$170K +971 New
CF
975
Centaurus Financial
California
$159K +$16.1K +92 +11%
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