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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
1051
Atlas Private Wealth Advisors
New Jersey
$224K +$206K +1,000 New
BOPW
1052
Brandywine Oak Private Wealth
Pennsylvania
$224K +$206K +1,000 New
MBC
1053
Michael Brady & Co
Ohio
$224K +$206K +1,000 New
DOA
1054
D'Orazio & Associates
Virginia
$223K +$206K +999 New
HA
1055
Herold Advisors
New York
$223K +$206K +1,000 New
BA
1056
Bridgewater Advisors
New York
$223K +$267K +1,296 New
NWM
1057
Northcape Wealth Management
New York
$221K +$203K +988 New
FMLI
1058
Fukoku Mutual Life Insurance
Japan
$218K +$201K +975 New
WCM
1059
Whitener Capital Management
North Carolina
$218K +$201K +975 New
HIA
1060
Harbor Investment Advisory
Maryland
$217K – – –
CIC
1061
Carnegie Investment Counsel
Ohio
$217K -$32.7K -159 -14%
TWM
1062
TRB Wealth Management
Texas
$216K +$199K +968 New
DWA
1063
Delap Wealth Advisory
Oregon
$216K +$199K +966 New
FWCM
1064
Ferguson Wellman Capital Management
Oregon
$216K +$199K +966 New
IWN
1065
Independent Wealth Network
Iowa
$215K +$198K +962 New
IIL
1066
Income Insurance Ltd
$215K +$198K +960 New
MCCP
1067
Mission Creek Capital Partners
California
$215K +$197K +959 New
AP
1068
Americana Partners
Texas
$214K +$197K +957 New
CSIC
1069
Clifford Swan Investment Counsel
California
$213K +$196K +954 New
SHFG
1070
S Harris Financial Group
Texas
$213K +$196K +954 New
NWM
1071
Northwest Wealth Management
Iowa
$212K +$195K +946 New
SLP
1072
Storen Legacy Partners
Indiana
$211K +$194K +942 New
SPC
1073
Spirepoint Private Client
Florida
$209K +$192K +933 New
SWMG
1074
Sanchez Wealth Management Group
Florida
$209K +$192K +933 New
FBFS
1075
First Business Financial Services
Wisconsin
$208K +$192K +931 New
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