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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
551
Walter & Keenan Wealth Management
Indiana
$403K – – –
AWA
552
ARQ Wealth Advisors
Arizona
$403K +$370K +3,545 New
RAM
553
RJA Asset Management
Connecticut
$398K -$1.45M -13,900 -80%
AOWM
554
Alpha Omega Wealth Management
Virginia
$398K +$45.9K +440 +14%
ICA
555
Infrastructure Capital Advisors
New York
$398K +$365K +3,501 New
ACI
556
Alpha Cubed Investments
California
$394K +$10.4K +100 +3%
GCAC
557
Guardian Capital Advisors (Canada)
Ontario, Canada
$392K +$360K +3,450 New
MSA
558
Marino Stram & Associates
Massachusetts
$389K +$110K +1,050 +44%
MIP
559
Marietta Investment Partners
Wisconsin
$387K +$355K +3,400 New
RG
560
Renaissance Group
Kentucky
$382K – – –
TNB
561
TCF National Bank
South Dakota
$380K -$696K -6,670 -67%
BWM
562
Bulltick Wealth Management
Florida
$379K -$28.2K -270 -7%
P
563
Pitcairn
Pennsylvania
$376K +$20.6K +197 +6%
SACTSONJ
564
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$375K – – –
FC
565
FORA Capital
Florida
$375K +$344K +3,298 New
SIM
566
Sentry Investment Management
Wisconsin
$369K -$1.63M -15,662 -83%
PCMM
567
Piedmont Capital Management (Montana)
Montana
$367K +$209 +2 +0.1%
KPW
568
Kore Private Wealth
New York
$359K +$329K +3,156 New
RJT
569
Raymond James Trust
Florida
$357K +$327K +3,132 New
CK
570
Cohen Klingenstein
New York
$353K – – –
SG
571
Stonnington Group
California
$353K +$313K +3,000 New
MCM
572
Manchester Capital Management
Vermont
$350K +$200K +1,922 +167%
ICP
573
Interchange Capital Partners
Pennsylvania
$345K +$112K +1,069 +122%
FCMT
574
Founders Capital Management (Texas)
Texas
$344K – – –
AAS
575
Avantax Advisory Services
Texas
$343K +$1.04K +10 +0.3%
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