SIMON PPTY GROUP INC NEW COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 126,635 | 128,026 | +1,391 | 1.15 | 1.29 | +0.13 | buy |
| Old Port Advisors | 10,942 | 11,379 | +437 | 0.47 | 0.50 | +0.03 | buy |
| Chesley Taft & Associates LLC | 4,590 | 4,865 | +275 | 0.04 | 0.04 | +0.01 | buy |
| Investors Research Corp | 4,290 | 4,431 | +141 | 0.15 | 0.18 | +0.02 | buy |
| FORTEM FINANCIAL GROUP, LLC | 13,011 | 13,108 | +97 | 0.61 | 0.60 | -0.01 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 498 | 578 | +80 | 0.02 | 0.03 | +0.00 | buy |
| AMERICAN NATIONAL BANK & TRUST | 26 | 104 | +78 | 0.00 | 0.00 | +0.00 | buy |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 889 | 902 | +13 | 0.02 | 0.02 | +0.00 | buy |
| Quad-Cities Investment Group, LLC | 1,158 | 1,169 | +11 | 0.09 | 0.09 | +0.01 | buy |
| Kozak & Associates, Inc. | 325 | 328 | +3 | 0.01 | 0.01 | -0.00 | buy |
| COUNTRY TRUST BANK | 29 | 20 | -9 | 0.00 | 0.00 | -0.00 | sell |
| Independence Bank of Kentucky | 25 | 15 | -10 | 0.00 | 0.00 | -0.00 | sell |
| 180 WEALTH ADVISORS, LLC | 1,874 | 1,834 | -40 | 0.04 | 0.04 | +0.00 | sell |
| GREENLEAF TRUST | 9,344 | 8,949 | -395 | 0.02 | 0.02 | +0.00 | sell |
| SHEETS SMITH WEALTH MANAGEMENT | 33,894 | 33,264 | -630 | 0.71 | 0.74 | +0.03 | sell |
| Hamlin Capital Management, LLC | 897,986 | 866,580 | -31,406 | 4.04 | 4.36 | +0.31 | sell |