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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
601
Sentry Investments
Ontario, Canada
$52.5K +$5.23M +28,540 +11%
FCCM
602
First City Capital Management
Georgia
$50.5K – – –
NCMG
603
NCM Capital Management Group
North Carolina
$46K – – –
CAW
604
Cornerstone Advisors (Washington)
Washington
$45K – – –
DLHL
605
Donald L. Hagan LLC
Florida
$45K +$45.3K +247 New
TJHA
606
Thomas J. Herzfeld Advisors
Florida
$42K +$23.5K +128 +125%
QCG
607
Quadrant Capital Group
Ohio
$41K +$550 +3 +1%
AIM
608
Advantage Investment Management
Iowa
$40K – – –
AA
609
ALPS Advisors
Colorado
$39.1K -$202K -1,100 -5%
BCM
610
Brookstone Capital Management
Illinois
$38K -$16K -87 -29%
NHFG
611
New Harbor Financial Group
Massachusetts
$38K – – –
PIM
612
Parasol Investment Management
Illinois
$37K – – –
KF
613
Krilogy Financial
Missouri
$37K +$36.7K +200 New
WA
614
Waverly Advisors
Alabama
$36K +$35.9K +196 New
NSIM
615
North Star Investment Management
Illinois
$35K +$183 +1 +0.5%
TSU
616
TD Securities (USA)
New York
$33K -$23.1M -125,885 -100%
DBT
617
Dubuque Bank & Trust
Iowa
$33K +$32.6K +178 New
BAM
618
Brave Asset Management
New Jersey
$31K – – –
IMS
619
Index Management Solutions
Pennsylvania
$30K – – –
AIM
620
Arcadia Investment Management
Michigan
$29K – – –
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K +$10.3K +56 +55%
AP
622
Atwood & Palmer
Missouri
$28K – – –
CFSG
623
Community Financial Services Group
Vermont
$25K – – –
JFA
624
JNBA Financial Advisors
Minnesota
$25K – – –
AWS
625
Aris Wealth Services
Pennsylvania
$25K +$24.9K +136 New
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25
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