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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Arcadia Investment Management
Michigan
$27K -$112K -747 -81%
AA
702
Argent Advisors
Louisiana
$26K +$27K +180 New
AW
703
Alpha Windward
Massachusetts
$25K -$169K -1,124 -87%
CFGS
704
Concourse Financial Group Securities
Alabama
$25K -$4.35K -29 -15%
RWA
705
Ropes Wealth Advisors
Massachusetts
$25K +$13.9K +93 +121%
CHA
706
Carmichael Hill & Associates
Maryland
$25K +$25.2K +168 New
LWM
707
Lenox Wealth Management
Ohio
$24K +$1.65K +11 +7%
AP
708
Atwood & Palmer
Missouri
$23K – – –
CAC
709
Certified Advisory Corp
Florida
$23K +$300 +2 +1%
FDCDDQ
710
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K – – –
PCG
711
Private Capital Group
Connecticut
$22K -$230K -1,534 -91%
CFN
712
Cordasco Financial Network
Florida
$22K -$12K -80 -36%
FIB
713
First Interstate Bank
Montana
$22K – – –
CCA
714
Column Capital Advisors
Indiana
$22K +$22.5K +150 New
SMG
715
Spectrum Management Group
Indiana
$21K -$39.1K -261 -65%
AJ
716
Ashburton (Jersey)
Jersey
$21K -$1.95K -13 -8%
GRP
717
Global Retirement Partners
California
$21K -$450 -3 -2%
AF
718
Advisornet Financial
Minnesota
$20K -$211K -1,405 -91%
SC
719
Solstein Capital
California
$20K +$20.4K +136 New
FPS
720
Fieldpoint Private Securities
Connecticut
$19K -$3.75K -25 -16%
TAIM
721
TD Ameritrade Investment Management
Nebraska
$19K -$300 -2 -2%
ONST
722
Old North State Trust
North Carolina
$19K – – –
TFO
723
Tarbox Family Office
California
$19K +$900 +6 +5%
TFA
724
Toth Financial Advisory
Virginia
$18K – – –
CFA
725
Carroll Financial Associates
North Carolina
$18K +$300 +2 +2%
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