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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$17K – – –
VIA
652
Vantage Investment Advisors
Pennsylvania
$17K – – –
CFA
653
Carroll Financial Associates
North Carolina
$17K +$162 +1 +1%
CFD
654
Creative Financial Designs
Indiana
$17K +$14.1K +87 +669%
WWMSC
655
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
CCM
656
Cribstone Capital Management
Maine
$14K – – –
EWM
657
Evercore Wealth Management
New York
$14K – – –
FGC
658
Financial Gravity Companies
Texas
$14K +$14K +86 New
WIM
659
Westside Investment Management
California
$13.4K +$4.06K +25 +46%
FIB
660
First Interstate Bank
Montana
$13K – – –
LNB
661
Ledyard National Bank
$13K – – –
PW
662
Price Wealth
Texas
$12K +$11.4K +70 New
EA
663
Edge Advisors
Georgia
$11K -$487 -3 -4%
BWM
664
Baystate Wealth Management
Massachusetts
$11K -$162 -1 -1%
PWM
665
Paulson Wealth Management
Illinois
$10K +$9.91K +61 New
ED
666
Exane Derivatives
France
$9.62K -$53.6K -330 -85%
SBL
667
Sargent Bickham Lagudis
Colorado
$9K -$57.8K -356 -87%
CBT
668
Capital Bank & Trust
California
$9K – – –
CB
669
CNB Bank
Pennsylvania
$9K +$8.77K +54 New
TWA
670
TCI Wealth Advisors
Arizona
$8K – – –
VNA
671
Valley National Advisers
Pennsylvania
$8K – – –
WWM
672
Willingdon Wealth Management
North Carolina
$8K – – –
KJWM
673
Kiley Juergens Wealth Management
Washington
$7K +$7.15K +44 New
AC
674
Avestar Capital
New York
$7K +$7.63K +47 New
TJHA
675
Thomas J. Herzfeld Advisors
Florida
$6K -$2.11K -13 -28%
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