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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Arete Wealth Advisors
Illinois
$528K +$446K +3,692 New
JFG
602
JDM Financial Group
Texas
$526K +$1.45K +12 +0.3%
IG
603
ING Group
Netherlands
$523K +$349K +2,887 +370%
GL
604
GHE LLC
Tennessee
$521K – – –
CWM
605
Congress Wealth Management
Massachusetts
$519K -$23.9K -198 -5%
NP
606
NorthRock Partners
Minnesota
$517K +$164K +1,357 +60%
AIP
607
Ameritas Investment Partners
Nebraska
$517K -$18.3K -151 -4%
PSC
608
Portman Square Capital
United Kingdom
$513K +$435K +3,599 New
SFI
609
Siemens Fonds Invest
Germany
$511K +$102K +844 +31%
GCM
610
Gables Capital Management
Florida
$509K -$12.1K -100 -3%
CG
611
Caprock Group
Idaho
$508K +$44.6K +369 +12%
PWG
612
Portside Wealth Group
Utah
$505K +$428K +3,541 New
MOS
613
MGO One Seven
Ohio
$504K +$47.7K +395 +13%
CI
614
Cigna Investments
Connecticut
$499K – – –
RWM
615
Ritholtz Wealth Management
New York
$498K +$18.5K +153 +5%
BFS
616
Bradley Foster & Sargent
Connecticut
$498K -$8.7K -72 -2%
SC
617
Schulhoff & Co
Ohio
$494K – – –
OC
618
Opinicus Capital
Florida
$493K +$418K +3,455 New
TFA
619
Tobias Financial Advisors
Florida
$491K +$8.46K +70 +2%
WI
620
Wintrust Investments
Illinois
$489K -$10.2K -84 -2%
LWA
621
Lantern Wealth Advisors
New York
$487K +$413K +3,416 New
SIA
622
Schechter Investment Advisors
Michigan
$485K +$9.79K +81 +2%
HAG
623
HighPoint Advisor Group
Illinois
$485K +$388K +3,213 New
JIC
624
Joel Isaacson & Co
New York
$484K – – –
1IA
625
1620 Investment Advisors
Massachusetts
$483K +$410K +3,389 New
23 24
25
26 27