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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Montag & Associates
Georgia
$113K – – –
OAM
1002
Ostrum Asset Management
France
$110K -$3.16K -20 -3%
CA
1003
CoreCap Advisors
Michigan
$109K -$27K -171 -20%
MYIA
1004
Mount Yale Investment Advisors
Colorado
$104K +$103K +649 New
FFO
1005
Fortitude Family Office
Arizona
$104K – – –
CWP
1006
Concord Wealth Partners
Virginia
$102K – – –
UCB
1007
United Community Bank
South Carolina
$100K – – –
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94.7K +$89.4K +566 +2,461%
CSC
1009
Caldwell Sutter Capital
California
$94.5K +$5.37K +34 +6%
FMII
1010
Farmers & Merchants Investments Inc
Nebraska
$91.3K -$4.74K -30 -5%
PP
1011
PFS Partners
New Jersey
$91.3K +$10.7K +68 +14%
WCM
1012
Westend Capital Management
California
$87K – – –
CPBTD
1013
Central Pacific Bank - Trust Division
Hawaii
$86.5K – – –
MTIC
1014
Missouri Trust & Investment Company
Missouri
$84.6K – – –
ZBNA
1015
Zions Bancorporation, National Association
Utah
$83.4K +$5.21K +33 +7%
NB
1016
NBT Bank
New York
$80.4K – – –
IIM
1017
Intact Investment Management
Quebec, Canada
$80.4K +$79K +500 New
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$79.1K +$7.27K +46 +10%
VC
1019
Vestor Capital
Illinois
$78K -$107K -677 -68%
MSWM
1020
Mowery & Schoenfeld Wealth Management
Illinois
$75.4K – – –
CSPIA
1021
Cary Street Partners Investment Advisory
Virginia
$74.8K +$73.5K +465 New
GIA
1022
GHP Investment Advisors
Colorado
$71K +$790 +5 +1%
JEST
1023
JTC Employer Solutions Trustee
Jersey
$66K – – –
GBT
1024
Grove Bank & Trust
Florida
$65.6K +$4.27K +27 +7%
FFC
1025
First Financial Corp
Indiana
$64.3K – – –
39 40
41
42 43