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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
951
Fukoku Mutual Life Insurance
Japan
$216K -$60.2K -349 -23%
LAM
952
Longboard Asset Management
Arizona
$216K +$198K +1,149 New
ACP
953
Argyle Capital Partners
California
$215K +$198K +1,147 New
BWM
954
Biltmore Wealth Management
Arizona
$214K +$197K +1,139 New
NCM
955
NCM Capital Management
New Jersey
$212K +$195K +1,127 New
GWCM
956
Godshalk Welsh Capital Management
Pennsylvania
$211K -$69.1K -400 -26%
JSA
957
Jacobson & Schmitt Advisors
Wisconsin
$211K +$194K +1,125 New
LSPW
958
Lake Street Private Wealth
Illinois
$211K +$194K +1,124 New
APM
959
a16z Perennial Management
California
$211K +$194K +1,123 New
TBT
960
Texas Bank & Trust
Texas
$211K +$194K +1,122 New
NRC
961
New Republic Capital
North Carolina
$211K +$194K +1,122 New
JC
962
JB Capital
Connecticut
$210K +$194K +1,122 New
SA
963
Skyline Advisors
Washington
$209K +$192K +1,113 New
MFG
964
MidWestOne Financial Group
Iowa
$208K +$191K +1,109 New
WHG
965
Westwood Holdings Group
Texas
$205K +$189K +1,092 New
FFN
966
Focus Financial Network
Minnesota
$204K +$188K +1,088 New
CAG
967
Crestwood Advisors Group
Massachusetts
$201K +$185K +1,071 New
TWA
968
TCI Wealth Advisors
Arizona
$201K +$185K +1,069 New
CIC
969
Carnegie Investment Counsel
Ohio
$201K -$86.3K -500 -32%
BTWM
970
Brass Tax Wealth Management
Ohio
$200K +$184K +1,068 New
MGIA
971
Moneta Group Investment Advisors
Missouri
$200K +$184K +1,067 New
CH
972
Cromwell Holdings
Wyoming
$200K – – –
TFM
973
TFC Financial Management
Massachusetts
$198K – – –
HIA
974
Harbor Investment Advisory
Maryland
$197K -$18.1K -105 -9%
M
975
MOTCO
Texas
$195K -$2.42K -14 -1%
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