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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
626
Glassman Wealth Services
Virginia
$3K -$598 -5 -8%
GI
627
Gradient Investments
Minnesota
$3K -$598 -5 -9%
CB
628
CNB Bank
Pennsylvania
$3K -$478 -4 -8%
NPP
629
New Potomac Partners
Maryland
$3K – – –
WWM
630
Willingdon Wealth Management
North Carolina
$3K – – –
OAM
631
Optimal Asset Management
California
$2.96K +$2.91M +24,338 +82%
AA
632
Advisory Alpha
Michigan
$2.23K +$5.02K +42 New
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$4.18K -35 -45%
SFA
634
Semmax Financial Advisors
North Carolina
$2K -$3.59K -30 -43%
SCA
635
Stonebridge Capital Advisors
Minnesota
$2K -$359 -3 -7%
GWMIA
636
Global Wealth Management Investment Advisory
Florida
$2K – – –
DCM
637
Davis Capital Management
Florida
$2K +$4.18K +35 New
SMFS
638
Squar Milner Financial Services
California
$2K +$5.02K +42 +525%
SWA
639
Sutton Wealth Advisors
Florida
$1.65K -$27.4K -229 -88%
RWM
640
Raffa Wealth Management
District of Columbia
$1.54K – – –
WLPWM
641
Walled Lake Planning & Wealth Management
Illinois
$1K -$2.66M -22,285 -100%
LWM
642
Liberty Wealth Management
California
$1K -$598 -5 -26%
BWM
643
Baystate Wealth Management
Massachusetts
$1K – – –
DI
644
Disciplined Investments
Oklahoma
$1K – – –
IWP
645
IAG Wealth Partners
Wisconsin
$1K – – –
JFA
646
JNBA Financial Advisors
Minnesota
$1K – – –
LAS
647
Lloyd Advisory Services
Georgia
$1K – – –
SWM
648
Selective Wealth Management
Virginia
$1K – – –
VNA
649
Valley National Advisers
Pennsylvania
$1K – – –
VCP
650
Verus Capital Partners
Arizona
$1K – – –
24 25
26
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