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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
551
Intercontinental Wealth Advisors
Texas
$411K +$11.7K +112 +3%
MC
552
Moors & Cabot
Massachusetts
$408K +$18.8K +180 +5%
S
553
SignatureFD
Georgia
$406K +$106K +1,018 +40%
WKWM
554
Walter & Keenan Wealth Management
Indiana
$403K – – –
AWA
555
ARQ Wealth Advisors
Arizona
$403K +$370K +3,545 New
RAM
556
RJA Asset Management
Connecticut
$398K -$1.45M -13,900 -80%
AOWM
557
Alpha Omega Wealth Management
Virginia
$398K +$45.9K +440 +14%
ICA
558
Infrastructure Capital Advisors
New York
$398K +$365K +3,501 New
ACI
559
Alpha Cubed Investments
California
$394K +$10.4K +100 +3%
GCAC
560
Guardian Capital Advisors (Canada)
Ontario, Canada
$392K +$360K +3,450 New
MSA
561
Marino Stram & Associates
Massachusetts
$389K +$110K +1,050 +44%
MIP
562
Marietta Investment Partners
Wisconsin
$387K +$355K +3,400 New
RG
563
Renaissance Group
Kentucky
$382K – – –
TNB
564
TCF National Bank
South Dakota
$380K -$696K -6,670 -67%
BWM
565
Bulltick Wealth Management
Florida
$379K -$28.2K -270 -7%
P
566
Pitcairn
Pennsylvania
$376K +$20.6K +197 +6%
SACTSONJ
567
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$375K – – –
FC
568
FORA Capital
Florida
$375K +$344K +3,298 New
SIM
569
Sentry Investment Management
Wisconsin
$369K -$1.63M -15,662 -83%
PCMM
570
Piedmont Capital Management (Montana)
Montana
$367K +$209 +2 +0.1%
KPW
571
Kore Private Wealth
New York
$359K +$329K +3,156 New
RJT
572
Raymond James Trust
Florida
$357K +$327K +3,132 New
CK
573
Cohen Klingenstein
New York
$353K – – –
SG
574
Stonnington Group
California
$353K +$313K +3,000 New
MCM
575
Manchester Capital Management
Vermont
$350K +$200K +1,922 +167%
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