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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
701
Lenox Wealth Management
Ohio
$23K -$253K -1,628 -92%
GRP
702
Global Retirement Partners
California
$23K – – –
FIB
703
First Interstate Bank
Montana
$23K +$23.3K +150 New
CFD
704
Creative Financial Designs
Indiana
$22K -$16.9K -109 -42%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$22K +$2.96K +19 +15%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$21K +$21K +135 New
ONST
707
Old North State Trust
North Carolina
$20K – – –
TAIM
708
TD Ameritrade Investment Management
Nebraska
$20K +$19.7K +127 New
TFO
709
Tarbox Family Office
California
$19K – – –
TFA
710
Toth Financial Advisory
Virginia
$19K +$18.7K +120 New
FPFS
711
First Personal Financial Services
North Carolina
$18K -$40.7K -262 -70%
HI
712
Hudock Inc
Pennsylvania
$18K – – –
CFA
713
Carroll Financial Associates
North Carolina
$18K +$311 +2 +2%
PFO
714
Pathstone Family Office
New Jersey
$18K +$17.1K +110 New
HCM
715
Highlander Capital Management
New Jersey
$17K -$18.8K -121 -53%
FANJ
716
Financial Architects (New Jersey)
New Jersey
$16K – – –
H
717
Hexavest
Quebec, Canada
$16K – – –
MMG
718
Monetary Management Group
Missouri
$16K – – –
NSIM
719
North Star Investment Management
Illinois
$16K +$15.6K +100 New
SIA
720
SeaBridge Investment Advisors
New Jersey
$16K +$15.6K +100 New
CB
721
CNB Bank
Pennsylvania
$14K -$50.7K -326 -78%
SFA
722
Semmax Financial Advisors
North Carolina
$13K – – –
DOA
723
D'Orazio & Associates
Virginia
$13K +$311 +2 +2%
BL
724
Balentine LLC
Georgia
$13K +$1.87K +12 +17%
AGA
725
Accuvest Global Advisors
Utah
$12K -$378K -2,428 -97%
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