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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
626
JNBA Financial Advisors
Minnesota
$26K – – –
CFSG
627
Community Financial Services Group
Vermont
$26K +$13K +67 +100%
GWM
628
Gupta Wealth Management
California
$26K +$25.4K +131 New
SSB
629
Sandy Spring Bank
Maryland
$22K -$2.91K -15 -12%
MMG
630
Monetary Management Group
Missouri
$21K – – –
CCS
631
Crosspoint Capital Strategies
California
$20K -$194K -1,000 -91%
IRS
632
Invictus RG (Singapore)
Singapore
$20K -$3.68K -19 -16%
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$194 -1 -1%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$20K – – –
CFA
635
Carroll Financial Associates
North Carolina
$20K – – –
HRIA
636
Haberer Registered Investment Advisor
Ohio
$20K – – –
TFO
637
Tarbox Family Office
California
$20K – – –
WA
638
WealthTrust-Arizona
Arizona
$20K – – –
TJHA
639
Thomas J. Herzfeld Advisors
Florida
$20K +$8.14K +42 +70%
UFA
640
US Financial Advisors
Massachusetts
$20K +$19.8K +102 New
EWM
641
Evercore Wealth Management
New York
$16K -$194K -1,000 -93%
CFA
642
CT Financial Advisors
Pennsylvania
$14.9K – – –
RA
643
Rational Advisors
New York
$13K -$8.53K -44 -40%
PMFA
644
Plante Moran Financial Advisors
Michigan
$13K – – –
KT
645
Kanaly Trust
Texas
$13K +$4.07K +21 +49%
IMS
646
Index Management Solutions
Pennsylvania
$12K -$32.4K -167 -74%
CFG
647
CKW Financial Group
Hawaii
$12K – – –
WA
648
Winfield Associates
Ohio
$12K – – –
FNBSF
649
First National Bank Sioux Falls
South Dakota
$11K – – –
FPFS
650
First Personal Financial Services
North Carolina
$11K – – –
24 25
26
27 28