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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
626
Cornerstone Advisors (Washington)
Washington
$48K – – –
NHFG
627
New Harbor Financial Group
Massachusetts
$40K – – –
CFA
628
Carroll Financial Associates
North Carolina
$40K +$21.3K +110 +110%
PIM
629
Parasol Investment Management
Illinois
$39K – – –
DBT
630
Dubuque Bank & Trust
Iowa
$35K – – –
GWM
631
Gupta Wealth Management
California
$33K -$87.8K -453 -73%
BAM
632
Brave Asset Management
New Jersey
$33K – – –
EFSCE
633
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$8.33K +43 +35%
JFA
634
JNBA Financial Advisors
Minnesota
$31K +$4.46K +23 +17%
AP
635
Atwood & Palmer
Missouri
$30K – – –
QCG
636
Quadrant Capital Group
Ohio
$26K -$15.9K -82 -34%
NYLT
637
New York Life Trust
New York
$24K +$5.62K +29 +31%
TFO
638
Tarbox Family Office
California
$21K – – –
AIM
639
Advantage Investment Management
Iowa
$20K -$23.2K -120 -53%
MMG
640
Monetary Management Group
Missouri
$20K – – –
UFA
641
US Financial Advisors
Massachusetts
$20K – – –
BFEC
642
Benjamin F. Edwards & Company
Missouri
$20K +$387 +2 +2%
ASN
643
Advisory Services Network
Georgia
$20K +$1.36K +7 +7%
DOA
644
D'Orazio & Associates
Virginia
$19K – – –
FIB
645
First Interstate Bank
Montana
$19K – – –
VIA
646
Vantage Investment Advisors
Pennsylvania
$19K – – –
TDC
647
Thompson Davis & Co
Virginia
$19K +$775 +4 +4%
WA
648
Winfield Associates
Ohio
$17K – – –
AIM
649
Arcadia Investment Management
Michigan
$16K -$15.5K -80 -50%
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$15K – – –
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