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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1001
Lake Street Private Wealth
Illinois
$217K +$2.48K +13 +1%
QCIG
1002
Quad-Cities Investment Group
Iowa
$216K +$2.67K +14 +1%
HFM
1003
Harvest Fund Management
China
$215K -$56.3K -295 -20%
SYBT
1004
Stock Yards Bank & Trust
Kentucky
$215K -$9.15K -48 -4%
LAM
1005
Longboard Asset Management
Arizona
$214K – – –
HCM
1006
Howard Capital Management
Georgia
$213K -$199K -1,044 -48%
SA
1007
Skyline Advisors
Washington
$212K +$2.48K +13 +1%
LTI
1008
Laffer Tengler Investments
Tennessee
$212K -$49.6K -260 -19%
NCM
1009
NCM Capital Management
New Jersey
$211K +$572 +3 +0.3%
KWM
1010
Keebeck Wealth Management
Illinois
$211K -$78.8K -413 -27%
SW
1011
SteelPeak Wealth
California
$211K -$1.44M -7,543 -87%
CIC
1012
Carnegie Investment Counsel
Ohio
$210K +$215K +1,128 New
JSA
1013
Jacobson & Schmitt Advisors
Wisconsin
$210K – – –
GWCM
1014
Godshalk Welsh Capital Management
Pennsylvania
$210K – – –
APM
1015
a16z Perennial Management
California
$209K – – –
VEA
1016
Virtus ETF Advisers
New York
$209K – – –
APWM
1017
Argonautica Private Wealth Management
Massachusetts
$209K – – –
WDC
1018
Woodward Diversified Capital
California
$209K +$193K +1,012 New
ICP
1019
Interchange Capital Partners
Pennsylvania
$208K -$99.4K -521 -30%
BWM
1020
BAM Wealth Management
Colorado
$207K -$2.67K -14 -1%
GSWM
1021
Greenup Street Wealth Management
Michigan
$207K +$211K +1,109 New
ACP
1022
Argyle Capital Partners
California
$206K – – –
DCM
1023
DGS Capital Management
New Jersey
$205K +$210K +1,099 New
OFA
1024
Orographic Financial Advisors
Colorado
$204K +$209K +1,095 New
JC
1025
JB Capital
Connecticut
$203K +$191 +1 +0.1%
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