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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
S
601
SignatureFD
Georgia
$29K +$4.04K +22 +15%
IMS
602
Index Management Solutions
Pennsylvania
$28K +$18.6K +101 +168%
AP
603
Atwood & Palmer
Missouri
$27K – – –
AIM
604
Arcadia Investment Management
Michigan
$27K +$29.4K +160 New
AW
605
Alpha Windward
Massachusetts
$25K +$19.3K +105 +276%
CFSG
606
Community Financial Services Group
Vermont
$23K – – –
JFA
607
JNBA Financial Advisors
Minnesota
$23K – – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$19K -$5.15K -28 -20%
BFEC
609
Benjamin F. Edwards & Company
Missouri
$18K – – –
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
MMG
611
Monetary Management Group
Missouri
$18K – – –
TFO
612
Tarbox Family Office
California
$18K – – –
TJHA
613
Thomas J. Herzfeld Advisors
Florida
$18K – – –
UFA
614
US Financial Advisors
Massachusetts
$18K – – –
VIA
615
Vantage Investment Advisors
Pennsylvania
$17K -$18.4K -100 -50%
CFA
616
Carroll Financial Associates
North Carolina
$17K – – –
ASN
617
Advisory Services Network
Georgia
$17K +$17.6K +96 New
TDC
618
Thompson Davis & Co
Virginia
$16K -$13K -71 -43%
KT
619
Kanaly Trust
Texas
$16K +$5.15K +28 +44%
EWM
620
Evercore Wealth Management
New York
$14K – – –
CFA
621
CT Financial Advisors
Pennsylvania
$13.2K – – –
PMFA
622
Plante Moran Financial Advisors
Michigan
$12K – – –
NYLT
623
New York Life Trust
New York
$12K +$12.3K +67 New
RA
624
Rational Advisors
New York
$11K – – –
WA
625
Winfield Associates
Ohio
$11K – – –