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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
626
New Harbor Financial Group
Massachusetts
$40K – – –
CFA
627
Carroll Financial Associates
North Carolina
$40K +$21.3K +110 +110%
PIM
628
Parasol Investment Management
Illinois
$39K – – –
DBT
629
Dubuque Bank & Trust
Iowa
$35K – – –
GWM
630
Gupta Wealth Management
California
$33K -$87.8K -453 -73%
BAM
631
Brave Asset Management
New Jersey
$33K – – –
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$8.33K +43 +35%
JFA
633
JNBA Financial Advisors
Minnesota
$31K +$4.46K +23 +17%
AP
634
Atwood & Palmer
Missouri
$30K – – –
QCG
635
Quadrant Capital Group
Ohio
$26K -$15.9K -82 -34%
NYLT
636
New York Life Trust
New York
$24K +$5.62K +29 +31%
TFO
637
Tarbox Family Office
California
$21K – – –
AIM
638
Advantage Investment Management
Iowa
$20K -$23.2K -120 -53%
MMG
639
Monetary Management Group
Missouri
$20K – – –
UFA
640
US Financial Advisors
Massachusetts
$20K – – –
BFEC
641
Benjamin F. Edwards & Company
Missouri
$20K +$387 +2 +2%
ASN
642
Advisory Services Network
Georgia
$20K +$1.36K +7 +7%
DOA
643
D'Orazio & Associates
Virginia
$19K – – –
FIB
644
First Interstate Bank
Montana
$19K – – –
VIA
645
Vantage Investment Advisors
Pennsylvania
$19K – – –
TDC
646
Thompson Davis & Co
Virginia
$19K +$775 +4 +4%
WA
647
Winfield Associates
Ohio
$17K – – –
AIM
648
Arcadia Investment Management
Michigan
$16K -$15.5K -80 -50%
CLOS
649
Compagnie Lombard Odier SCmA
Switzerland
$15K – – –
DPA
650
Delphi Private Advisors
California
$15K +$15.1K +78 New
24 25
26
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