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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
651
Financial Architects (New Jersey)
New Jersey
$16K – – –
MMG
652
Monetary Management Group
Missouri
$16K – – –
CFA
653
Carroll Financial Associates
North Carolina
$16K +$159 +1 +1%
MFT
654
Moisand Fitzgerald Tamayo
Florida
$15K – – –
NSIM
655
North Star Investment Management
Illinois
$15K – – –
VIA
656
Vantage Investment Advisors
Pennsylvania
$15K – – –
HR
657
Howe & Rusling
New York
$15K +$14.3K +90 +900%
LF
658
Lee Financial
Texas
$15K +$15.7K +99 New
CCM
659
Cribstone Capital Management
Maine
$13K – – –
LNB
660
Ledyard National Bank
$12K – – –
IFAM
661
Institutional & Family Asset Management
Colorado
$12K +$11.9K +75 New
LWS
662
Lucia Wealth Services
California
$12K +$12.6K +79 New
SLF
663
Sun Life Financial
Ontario, Canada
$11.2K -$1.33M -8,343 -83%
PW
664
Price Wealth
Texas
$11K – – –
WIM
665
Westside Investment Management
California
$10.1K -$2.07K -13 -16%
YWP
666
YorkBridge Wealth Partners
New York
$10K +$3.66K +23 +59%
CB
667
CNB Bank
Pennsylvania
$8K – – –
SBL
668
Sargent Bickham Lagudis
Colorado
$8K +$159 +1 +2%
ED
669
Exane Derivatives
France
$7.75K -$954 -6 -11%
BBHC
670
Brown Brothers Harriman & Co
New York
$7K -$17K -107 -71%
VNA
671
Valley National Advisers
Pennsylvania
$7K – – –
WWM
672
Willingdon Wealth Management
North Carolina
$7K – – –
GAM
673
Gemmer Asset Management
California
$7K +$3.34K +21 +95%
LA
674
Legacy Advisors
Pennsylvania
$7K +$6.84K +43 New
BWM
675
Baystate Wealth Management
Massachusetts
$6K -$4.93K -31 -45%
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