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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
651
AGF Investments LLC
Ontario, Canada
$206K -$7.24M -40,706 -97%
RG
652
Renaissance Group
Kentucky
$206K -$13.5K -76 -6%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$205K +$533 +3 +0.3%
APC
654
Aspire Private Capital
North Carolina
$204K -$22.4K -126 -10%
IAA
655
Independent Advisor Alliance
North Carolina
$204K +$199K +1,120 New
KIA
656
Kopp Investment Advisors
Minnesota
$203K +$198K +1,115 New
NWP
657
Northstar Wealth Partners
Connecticut
$202K +$197K +1,106 New
PRC
658
Pearl River Capital
Michigan
$202K +$198K +1,114 New
RFC
659
Regions Financial Corp
Alabama
$192K -$10.5K -59 -5%
RP
660
Rowlandmiller & Partners
Georgia
$190K – – –
AW
661
Alpha Windward
Massachusetts
$189K +$533 +3 +0.3%
BBA
662
Braun-Bostich & Associates
Pennsylvania
$174K +$169K +953 New
NFG
663
Next Financial Group
Texas
$170K -$30.6K -172 -16%
NFH
664
NEXT Financial Holdings
Texas
$170K +$165K +930 New
AIM
665
Arcadia Investment Management
Michigan
$169K – – –
TVWM
666
Tower View Wealth Management
Wisconsin
$169K +$29.3K +165 +22%
SFSIG
667
San Francisco Sentry Investment Group
California
$168K -$1.96K -11 -1%
GWMIA
668
Global Wealth Management Investment Advisory
Florida
$167K -$218K -1,227 -57%
AIM
669
Anchor Investment Management
South Carolina
$164K – – –
GLI
670
Guardian Life Insurance
New York
$162K +$3.38K +19 +2%
FHA
671
First Horizon Advisors
Tennessee
$159K +$1.78K +10 +1%
KPW
672
Kore Private Wealth
New York
$149K -$1.6K -9 -1%
APA
673
American Portfolios Advisors
New York
$146K +$37.9K +213 +36%
ARMC
674
American Research & Management Company
Massachusetts
$146K +$142K +801 New
MCM
675
MV Capital Management
Maryland
$137K – – –
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