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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
976
Twin Peaks Wealth Advisors
California
$162K +$151K +955 New
AWM
977
AllSquare Wealth Management
New York
$161K – – –
VCM
978
Versant Capital Management
Arizona
$159K -$149K -946 -49%
GWS
979
Greykasell Wealth Strategies
California
$156K – – –
SIM
980
Sentry Investment Management
Wisconsin
$154K – – –
BBHC
981
Brown Brothers Harriman & Co
New York
$150K +$122K +773 +480%
TSMHT
982
Thurston Springer Miller Herd & Titak
Indiana
$150K +$33.3K +211 +29%
NFSG
983
Newbridge Financial Services Group
Florida
$149K +$12.8K +81 +10%
HFS
984
Hantz Financial Services
Michigan
$146K +$39.7K +251 +38%
CCA
985
Catalyst Capital Advisors
New York
$146K +$60K +380 +72%
MSE
986
MUFG Securities EMEA
United Kingdom
$145K +$143K +904 New
SAS
987
Stelac Advisory Services
New York
$144K -$790 -5 -0.6%
YDMI
988
Y.D. More Investments
Israel
$142K +$18.6K +118 +15%
AAS
989
Ameritas Advisory Services
Nebraska
$141K +$139K +879 New
OL
990
OneFund LLC
Florida
$137K +$134K +851 New
QL
991
Quarry LP
New York
$133K +$51K +323 +64%
MHR
992
Matthew Hamilton Rosenberg
$132K +$8.69K +55 +7%
SCM
993
Silvant Capital Management
Georgia
$132K – – –
OP
994
ORG Partners
Indiana
$123K +$1.26K +8 +1%
HI
995
Harbour Investments
Wisconsin
$121K -$1.74K -11 -1%
CFO
996
CVA Family Office
Colorado
$120K -$7.43K -47 -6%
CA
997
Clearstead Advisors
Ohio
$118K +$95.6K +605 +458%
MC
998
Muzinich & Co
New York
$118K – – –
CAL
999
Capital Analysts LLC
Pennsylvania
$116K -$1.11K -7 -1%
MA
1000
Montag & Associates
Georgia
$113K – – –
38 39
40
41 42