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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
651
Advisornet Financial
Minnesota
$18K +$17.4K +107 New
GFP
652
Gryphon Financial Partners
Ohio
$18K +$17.4K +107 New
NSIM
653
North Star Investment Management
Illinois
$17K – – –
PMFA
654
Plante Moran Financial Advisors
Michigan
$17K – – –
VIA
655
Vantage Investment Advisors
Pennsylvania
$17K – – –
CFA
656
Carroll Financial Associates
North Carolina
$17K +$162 +1 +1%
CFD
657
Creative Financial Designs
Indiana
$17K +$14.1K +87 +669%
WWMSC
658
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
CCM
659
Cribstone Capital Management
Maine
$14K – – –
EWM
660
Evercore Wealth Management
New York
$14K – – –
FGC
661
Financial Gravity Companies
Texas
$14K +$14K +86 New
WIM
662
Westside Investment Management
California
$13.4K +$4.06K +25 +46%
FIB
663
First Interstate Bank
Montana
$13K – – –
LNB
664
Ledyard National Bank
$13K – – –
PW
665
Price Wealth
Texas
$12K +$11.4K +70 New
EA
666
Edge Advisors
Georgia
$11K -$487 -3 -4%
BWM
667
Baystate Wealth Management
Massachusetts
$11K -$162 -1 -1%
PWM
668
Paulson Wealth Management
Illinois
$10K +$9.91K +61 New
ED
669
Exane Derivatives
France
$9.62K -$53.6K -330 -85%
SBL
670
Sargent Bickham Lagudis
Colorado
$9K -$57.8K -356 -87%
CBT
671
Capital Bank & Trust
California
$9K – – –
CB
672
CNB Bank
Pennsylvania
$9K +$8.77K +54 New
TWA
673
TCI Wealth Advisors
Arizona
$8K – – –
VNA
674
Valley National Advisers
Pennsylvania
$8K – – –
WWM
675
Willingdon Wealth Management
North Carolina
$8K – – –
25 26
27
28 29