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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
951
Bullock Wealth Management
Indiana
$216K -$345 -2 -0.2%
FMLI
952
Fukoku Mutual Life Insurance
Japan
$216K -$60.2K -349 -23%
LAM
953
Longboard Asset Management
Arizona
$216K +$198K +1,149 New
ACP
954
Argyle Capital Partners
California
$215K +$198K +1,147 New
BWM
955
Biltmore Wealth Management
Arizona
$214K +$197K +1,139 New
NCM
956
NCM Capital Management
New Jersey
$212K +$195K +1,127 New
GWCM
957
Godshalk Welsh Capital Management
Pennsylvania
$211K -$69.1K -400 -26%
JSA
958
Jacobson & Schmitt Advisors
Wisconsin
$211K +$194K +1,125 New
LSPW
959
Lake Street Private Wealth
Illinois
$211K +$194K +1,124 New
APM
960
a16z Perennial Management
California
$211K +$194K +1,123 New
TBT
961
Texas Bank & Trust
Texas
$211K +$194K +1,122 New
NRC
962
New Republic Capital
North Carolina
$211K +$194K +1,122 New
JC
963
JB Capital
Connecticut
$210K +$194K +1,122 New
SA
964
Skyline Advisors
Washington
$209K +$192K +1,113 New
MFG
965
MidWestOne Financial Group
Iowa
$208K +$191K +1,109 New
WHG
966
Westwood Holdings Group
Texas
$205K +$189K +1,092 New
FFN
967
Focus Financial Network
Minnesota
$204K +$188K +1,088 New
CAG
968
Crestwood Advisors Group
Massachusetts
$201K +$185K +1,071 New
TWA
969
TCI Wealth Advisors
Arizona
$201K +$185K +1,069 New
CIC
970
Carnegie Investment Counsel
Ohio
$201K -$86.3K -500 -32%
BTWM
971
Brass Tax Wealth Management
Ohio
$200K +$184K +1,068 New
MGIA
972
Moneta Group Investment Advisors
Missouri
$200K +$184K +1,067 New
CH
973
Cromwell Holdings
Wyoming
$200K – – –
TFM
974
TFC Financial Management
Massachusetts
$198K – – –
HIA
975
Harbor Investment Advisory
Maryland
$197K -$18.1K -105 -9%
37 38
39
40 41