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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
651
Weiss Asset Management
Massachusetts
$209K +$204K +1,148 New
AIL
652
AGF Investments LLC
Ontario, Canada
$206K -$7.24M -40,706 -97%
RG
653
Renaissance Group
Kentucky
$206K -$13.5K -76 -6%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$205K +$533 +3 +0.3%
APC
655
Aspire Private Capital
North Carolina
$204K -$22.4K -126 -10%
IAA
656
Independent Advisor Alliance
North Carolina
$204K +$199K +1,120 New
KIA
657
Kopp Investment Advisors
Minnesota
$203K +$198K +1,115 New
NWP
658
Northstar Wealth Partners
Connecticut
$202K +$197K +1,106 New
PRC
659
Pearl River Capital
Michigan
$202K +$198K +1,114 New
RFC
660
Regions Financial Corp
Alabama
$192K -$10.5K -59 -5%
RP
661
Rowlandmiller & Partners
Georgia
$190K – – –
AW
662
Alpha Windward
Massachusetts
$189K +$533 +3 +0.3%
BBA
663
Braun-Bostich & Associates
Pennsylvania
$174K +$169K +953 New
NFG
664
Next Financial Group
Texas
$170K -$30.6K -172 -16%
NFH
665
NEXT Financial Holdings
Texas
$170K +$165K +930 New
AIM
666
Arcadia Investment Management
Michigan
$169K – – –
TVWM
667
Tower View Wealth Management
Wisconsin
$169K +$29.3K +165 +22%
SFSIG
668
San Francisco Sentry Investment Group
California
$168K -$1.96K -11 -1%
GWMIA
669
Global Wealth Management Investment Advisory
Florida
$167K -$218K -1,227 -57%
AIM
670
Anchor Investment Management
South Carolina
$164K – – –
GLI
671
Guardian Life Insurance
New York
$162K +$3.38K +19 +2%
FHA
672
First Horizon Advisors
Tennessee
$159K +$1.78K +10 +1%
KPW
673
Kore Private Wealth
New York
$149K -$1.6K -9 -1%
APA
674
American Portfolios Advisors
New York
$146K +$37.9K +213 +36%
ARMC
675
American Research & Management Company
Massachusetts
$146K +$142K +801 New
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