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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1026
Johnson Investment Counsel
Ohio
$235K +$216K +1,050 New
TPA
1027
Trivium Point Advisory
Connecticut
$234K +$215K +1,047 New
NB
1028
Nicolet Bankshares
Wisconsin
$234K +$215K +1,046 New
EV
1029
EJMK Ventures
Illinois
$233K -$77.8K -378 -27%
SG
1030
StoneX Group
New York
$232K -$49.2K -239 -19%
TPWA
1031
Twin Peaks Wealth Advisors
California
$232K -$2.67K -13 -1%
BCM
1032
Bannerstone Capital Management
Minnesota
$232K +$213K +1,035 New
TBT
1033
Texas Bank & Trust
Texas
$231K +$213K +1,034 New
GI
1034
GAMCO Investors
Connecticut
$231K +$212K +1,032 New
SB
1035
Simmons Bank
Arkansas
$230K +$212K +1,030 New
SCP
1036
Sivia Capital Partners
California
$230K +$212K +1,030 New
AWM
1037
Avior Wealth Management
Nebraska
$230K +$212K +1,028 New
GWS
1038
Greykasell Wealth Strategies
California
$230K – – –
UB
1039
UMB Bank
Missouri
$230K +$7.82K +38 +4%
EFS
1040
Essex Financial Services
Connecticut
$228K +$210K +1,022 New
RIA
1041
Rhodes Investment Advisors
Texas
$228K +$210K +1,021 New
WDC
1042
Woodward Diversified Capital
California
$226K – – –
WA
1043
Waddell & Associates
Tennessee
$226K +$208K +1,011 New
B
1044
Barings
North Carolina
$225K +$207K +1,007 New
AIM
1045
Advyzon Investment Management
Illinois
$225K +$207K +1,006 New
MIM
1046
Morningstar Investment Management
Illinois
$225K – – –
SL
1047
Summitry LLC
California
$225K +$207K +1,004 New
TCM
1048
Traynor Capital Management
Pennsylvania
$224K +$206K +1,003 New
HCM
1049
Hodges Capital Management
Texas
$224K +$206K +1,001 New
VCM
1050
Virtue Capital Management
Tennessee
$224K +$206K +1,001 New
40 41
42
43 44