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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
526
Compagnie Lombard Odier SCmA
Switzerland
$582K – – –
ASFA
527
All Season Financial Advisors
Colorado
$580K +$552K +4,442 New
EW
528
Element Wealth
Mississippi
$574K +$3.73K +30 +0.7%
CI
529
Conning Inc
Connecticut
$571K -$48K -386 -8%
OIA
530
Optimum Investment Advisors
Illinois
$569K -$34.1K -274 -6%
MFG
531
MidWestOne Financial Group
Iowa
$567K +$540K +4,343 New
APA
532
American Portfolios Advisors
New York
$567K -$149K -1,198 -22%
CFD
533
Creative Financial Designs
Indiana
$566K +$4.6K +37 +0.9%
AIA
534
Affinity Investment Advisors
California
$560K +$533K +4,290 New
WS
535
Wedbush Securities
California
$558K -$260K -2,089 -33%
RCM
536
Radnor Capital Management
Pennsylvania
$557K – – –
RJT
537
Raymond James Trust
Florida
$557K +$142K +1,143 +36%
GT
538
Glenmede Trust
Pennsylvania
$554K +$29.8K +240 +6%
CIM
539
Chapman Investment Management
California
$548K – – –
FNBOO
540
First National Bank of Omaha
Nebraska
$547K – – –
LCP
541
Legacy Capital Partners
Wisconsin
$544K +$151K +1,215 +41%
SVWAG
542
Sound View Wealth Advisors Group
Georgia
$541K -$23.5K -189 -4%
BS
543
Bessemer Securities
New York
$541K – – –
EM
544
Excalibur Management
Massachusetts
$540K -$18.8K -151 -4%
CCM
545
Cullen Capital Management
New York
$533K -$10.8K -87 -2%
AAS
546
Avantax Advisory Services
Texas
$532K +$133K +1,069 +36%
AIS
547
American Investment Services
Massachusetts
$528K -$90.6K -729 -15%
AWA
548
Arkadios Wealth Advisors
Georgia
$524K +$285K +2,292 +133%
EC
549
EJF Capital
Virginia
$522K -$249K -2,000 -33%
AWM
550
AllSquare Wealth Management
New York
$522K -$9.32K -75 -2%
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