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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
651
First Dallas Securities
Texas
$428K +$363K +3,000 New
MIM
652
Merrion Investment Management
New Jersey
$428K – – –
WCA
653
Westover Capital Advisors
Delaware
$428K – – –
AGA
654
Accuvest Global Advisors
Utah
$426K -$226K -1,873 -39%
EFG
655
Embree Financial Group
Illinois
$424K +$359K +2,973 New
FNBSF
656
First National Bank Sioux Falls
South Dakota
$423K – – –
PFA
657
Pathway Financial Advisers
Indiana
$422K -$4.35K -36 -1%
WBC
658
Westpac Banking Corp
Australia
$420K -$993K -8,211 -74%
LAIC
659
Lederer & Associates Investment Counsel
California
$419K -$11.7K -97 -3%
MA
660
Mutual Advisors
Nebraska
$418K -$56.8K -470 -14%
SIA
661
Sage Investment Advisers
New York
$418K -$58.1K -481 -14%
BLC
662
Brown, Lisle/Cummings
Rhode Island
$416K +$54.4K +450 +18%
SA
663
Strategic Advocates
Utah
$416K -$140K -1,158 -28%
PCP
664
Proficio Capital Partners
Massachusetts
$413K +$28.4K +235 +9%
CP
665
Camelot Portfolios
Ohio
$412K +$105K +865 +43%
HWAM
666
Hennion & Walsh Asset Management
New Jersey
$411K +$31.8K +263 +10%
PCMM
667
Piedmont Capital Management (Montana)
Montana
$409K +$363 +3 +0.1%
CA
668
Cornerstone Advisory
Maryland
$407K +$8.46K +70 +3%
MSWMA
669
Market Street Wealth Management Advisors
Indiana
$403K -$2.78K -23 -0.8%
MC
670
Moors & Cabot
Massachusetts
$403K +$4.35K +36 +1%
MJRIC
671
Mogy Joel R Investment Counsel
California
$403K -$51.4K -425 -13%
FNBOO
672
First National Bank of Omaha
Nebraska
$399K -$36.3K -300 -10%
BL
673
Balentine LLC
Georgia
$399K +$40.7K +337 +14%
NS
674
NBC Securities
Alabama
$398K -$10.2K -84 -3%
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$396K -$12.1K -100 -3%
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