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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1001
Quent Capital
New York
$137K +$126K +731 New
MA
1002
Montag & Associates
Georgia
$135K +$3.11K +18 +3%
CAL
1003
Capital Analysts LLC
Pennsylvania
$134K -$345 -2 -0.3%
CA
1004
CoreCap Advisors
Michigan
$132K +$4.32K +25 +4%
OAM
1005
Ostrum Asset Management
France
$124K -$3.8K -22 -3%
FFO
1006
Fortitude Family Office
Arizona
$121K – – –
ZBNA
1007
Zions Bancorporation, National Association
Utah
$120K +$20.4K +118 +23%
CWP
1008
Concord Wealth Partners
Virginia
$119K – – –
SP
1009
Saranac Partners
$108K +$99.3K +575 New
CSC
1010
Caldwell Sutter Capital
California
$108K -$2.59K -15 -3%
PP
1011
PFS Partners
New Jersey
$107K +$173 +1 +0.2%
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$102K -$4.32K -25 -4%
WCM
1013
Westend Capital Management
California
$102K – – –
HHGA
1014
Halbert Hargrove Global Advisors
California
$102K +$93.4K +541 New
CPBTD
1015
Central Pacific Bank - Trust Division
Hawaii
$101K – – –
GWM
1016
Geneos Wealth Management
Colorado
$101K -$156K -904 -63%
APM
1017
Advanced Portfolio Management
New York
$99.8K +$91.8K +532 New
FHC
1018
First Horizon Corporation
Tennessee
$99.5K +$91.5K +530 New
MTIC
1019
Missouri Trust & Investment Company
Missouri
$98.7K – – –
AGWCA
1020
Annis Gardner Whiting Capital Advisors
Florida
$98.3K +$5.52K +32 +7%
NB
1021
NBT Bank
New York
$93.8K – – –
CSPIA
1022
Cary Street Partners Investment Advisory
Virginia
$90.5K +$2.94K +17 +4%
MSWM
1023
Mowery & Schoenfeld Wealth Management
Illinois
$88K – – –
GIA
1024
GHP Investment Advisors
Colorado
$83.7K +$691 +4 +0.9%
JEST
1025
JTC Employer Solutions Trustee
Jersey
$77K – – –
39 40
41
42 43