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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
676
Siemens Fonds Invest
Germany
$314K – – –
BTWM
677
Baker Tilly Wealth Management
Wisconsin
$314K -$17.1K -157 -5%
CA
678
Cornerstone Advisory
Maryland
$314K -$218 -2 -0.1%
AGP
679
Autumn Glory Partners
Texas
$313K +$295K +2,710 New
MCM
680
Monument Capital Management
Virginia
$313K +$295K +2,709 New
CI
681
Conning Inc
Connecticut
$310K -$35.9K -330 -11%
ORC
682
O'Rourke & Company
Massachusetts
$307K +$436 +4 +0.2%
UB
683
UMB Bank
Missouri
$305K – – –
KFP
684
KB Financial Partners
New Jersey
$301K -$16.2K -149 -5%
TFA
685
Transamerica Financial Advisors
Florida
$301K +$654 +6 +0.2%
TC
686
Trust Company
Kansas
$301K +$114K +1,048 +67%
GI
687
GAMCO Investors
Connecticut
$298K +$281K +2,580 New
DMBA
688
Deseret Mutual Benefit Administrators
Utah
$297K -$3.27K -30 -1%
CS
689
Comerica Securities
Michigan
$297K +$871 +8 +0.3%
DWT
690
Dorsey & Whitney Trust
South Dakota
$294K +$63.1K +579 +29%
PCP
691
Proficio Capital Partners
Massachusetts
$292K -$2.83K -26 -1%
TF
692
TIAA FSB
Florida
$292K -$22.7K -208 -8%
RB
693
Renasant Bank
Mississippi
$292K -$376K -3,454 -58%
MLL
694
Moody Lynn & Lieberson
Massachusetts
$292K – – –
KFS
695
Kaizen Financial Strategies
California
$291K +$7.95K +73 +3%
IB
696
Intrust Bank
Kansas
$289K -$3.27K -30 -1%
WG
697
Welch Group
Alabama
$289K – – –
FSA
698
Financial Sense Advisors
California
$289K – – –
SIC
699
Samalin Investment Counsel
New York
$288K +$25.5K +234 +10%
RWB
700
RMR Wealth Builders
New Jersey
$287K +$762 +7 +0.3%
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