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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
626
Manchester Financial
California
$6K – – –
GFPC
627
Global Financial Private Client
Florida
$5.07K -$10.6K -169 -70%
SF
628
Synovus Financial
Georgia
$5K -$433K -6,906 -99%
ZB
629
Zions Bancorporation
Utah
$5K -$11.4K -181 -73%
TFO
630
Tarbox Family Office
California
$5K -$6.65K -106 -57%
SFSIG
631
San Francisco Sentry Investment Group
California
$5K -$690 -11 -14%
CFFP
632
Center for Financial Planning
Michigan
$5K – – –
RDWM
633
Red Door Wealth Management
Tennessee
$5K +$3.14K +50 +139%
DI
634
Disciplined Investments
Oklahoma
$5K +$3.26K +52 +325%
RIA
635
RPG Investment Advisory
California
$5K +$4.71K +75 New
KWM
636
Keebeck Wealth Management
Illinois
$5K +$5.27K +84 New
RE
637
RBC Europe
United Kingdom
$4.1K – – –
IFAM
638
Institutional & Family Asset Management
Colorado
$4K -$753 -12 -18%
SIAS
639
Shine Investment Advisory Services
Colorado
$4K +$3.51K +56 New
EWA
640
Evolution Wealth Advisors
Florida
$4K +$3.76K +60 New
FWM
641
Focused Wealth Management
New York
$4K +$3.76K +60 New
PGAM
642
Princeton Global Asset Management
New Jersey
$4K +$3.95K +63 New
SWA
643
Sutton Wealth Advisors
Florida
$3.49K +$1.32K +21 +70%
HWA
644
Heritage Wealth Advisors
Virginia
$3.42K +$3.14K +50 New
AJ
645
Ashburton (Jersey)
Jersey
$3K -$5.77K -92 -65%
GI
646
Gradient Investments
Minnesota
$3K -$251 -4 -8%
NPP
647
New Potomac Partners
Maryland
$3K – – –
SFA
648
Semmax Financial Advisors
North Carolina
$3K – – –
VNA
649
Valley National Advisers
Pennsylvania
$3K +$753 +12 +48%
SIM
650
Sonora Investment Management
Arizona
$3K +$2.32K +37 New
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