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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1026
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K – – –
BGAI
1027
Bruce G. Allen Investments
Colorado
$36.5K – – –
VNA
1028
Valley National Advisers
Pennsylvania
$34K -$17.7K -112 -36%
WB
1029
Webster Bank
Connecticut
$33.8K – – –
CPA
1030
Capital Performance Advisors
California
$29.8K +$27.9K +176 New
AF
1031
Advisornet Financial
Minnesota
$29.7K +$792 +5 +3%
CT
1032
Clearstead Trust
Maine
$26.7K – – –
AP
1033
Atwood & Palmer
Missouri
$26.2K – – –
C
1034
Covestor
United Kingdom
$26K -$1.11K -7 -4%
GKIM
1035
GW&K Investment Management
Massachusetts
$26K +$3.8K +24 +19%
BWAM
1036
Boyd Watterson Asset Management
Ohio
$25.9K – – –
CT
1037
Colonial Trust
South Carolina
$24.6K -$1.58K -10 -6%
BCWM
1038
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
BBHC
1039
Brown Brothers Harriman & Co
New York
$23.7K +$10.6K +67 +92%
WPA
1040
West Paces Advisors
Georgia
$23.3K – – –
RTC
1041
Riverview Trust Company
Washington
$22.8K +$950 +6 +5%
GFPC
1042
Global Financial Private Client
Florida
$21.6K +$20.3K +128 New
CMA
1043
Cedar Mountain Advisors
Oregon
$21.4K +$317 +2 +2%
AWM
1044
Abound Wealth Management
Tennessee
$21.1K – – –
EFP
1045
EnRich Financial Partners
Wisconsin
$20.8K -$2.38K -15 -11%
RCM
1046
Raleigh Capital Management
North Carolina
$20.6K -$158 -1 -0.8%
WPWM
1047
Western Pacific Wealth Management
Illinois
$20.3K +$19K +120 New
WOSD
1048
WFA of San Diego
California
$19.9K – – –
FUBT
1049
First United Bank & Trust
Maryland
$19.1K – – –
FC
1050
Fairscale Capital
New Hampshire
$18.6K – – –
40 41
42
43 44