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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
451
Summit Securities Group
New York
$752K -$22.5K -150 -3%
SPIA
452
Steward Partners Investment Advisory
New York
$741K +$36.3K +242 +5%
TCOV
453
Trust Company of Vermont
Vermont
$738K +$9.45K +63 +1%
HAM
454
Highstreet Asset Management
Ontario, Canada
$725K -$24.3K -162 -3%
LTI
455
Laffer Tengler Investments
Tennessee
$704K +$709K +4,729 New
TPCW
456
TD Private Client Wealth
New York
$701K +$706K +4,706 New
DADC
457
D.A. Davidson & Co
Montana
$696K +$44.1K +294 +7%
BI
458
Bramshill Investments
Florida
$695K +$4.05K +27 +0.6%
UR
459
USCA RIA
Texas
$691K +$74.4K +496 +12%
UB
460
UMB Bank
Missouri
$684K -$383K -2,554 -36%
LMAM
461
Legg Mason Asset Management
Japan
$680K +$702K +4,680 New
IRF
462
IBM Retirement Fund
New York
$677K -$26.4K -176 -4%
MERSOM
463
Municipal Employees' Retirement System of Michigan
Michigan
$651K -$1.13M -7,510 -63%
OCG
464
Opus Capital Group
Ohio
$648K -$1.95K -13 -0.3%
AWM
465
AllSquare Wealth Management
New York
$648K +$360K +2,400 +123%
FHB
466
First Hawaiian Bank
Hawaii
$644K -$15.7K -105 -2%
FNBOO
467
First National Bank of Omaha
Nebraska
$643K – – –
PCS
468
Personal CFO Solutions
New Jersey
$642K +$634K +4,227 New
NIT
469
NumerixS Investment Technologies
British Columbia, Canada
$626K -$50.2K -335 -7%
AP
470
Advisor Partners
California
$620K -$154K -1,024 -20%
GIM
471
Grassi Investment Management
California
$605K – – –
PA
472
Pinnacle Associates
New York
$593K -$36.3K -242 -6%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$584K +$259K +1,729 +79%
VFA
474
Valeo Financial Advisors
Indiana
$577K -$88.6K -591 -13%
FAAS
475
First Allied Advisory Services
California
$567K +$170K +1,134 +43%
17 18
19
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