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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Argent Advisors
Louisiana
$26K +$27K +180 New
AW
702
Alpha Windward
Massachusetts
$25K -$169K -1,124 -87%
CFGS
703
Concourse Financial Group Securities
Alabama
$25K -$4.35K -29 -15%
RWA
704
Ropes Wealth Advisors
Massachusetts
$25K +$13.9K +93 +121%
CHA
705
Carmichael Hill & Associates
Maryland
$25K +$25.2K +168 New
LWM
706
Lenox Wealth Management
Ohio
$24K +$1.65K +11 +7%
AP
707
Atwood & Palmer
Missouri
$23K – – –
CAC
708
Certified Advisory Corp
Florida
$23K +$300 +2 +1%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K – – –
PCG
710
Private Capital Group
Connecticut
$22K -$230K -1,534 -91%
CFN
711
Cordasco Financial Network
Florida
$22K -$12K -80 -36%
FIB
712
First Interstate Bank
Montana
$22K – – –
CCA
713
Column Capital Advisors
Indiana
$22K +$22.5K +150 New
SMG
714
Spectrum Management Group
Indiana
$21K -$39.1K -261 -65%
AJ
715
Ashburton (Jersey)
Jersey
$21K -$1.95K -13 -8%
GRP
716
Global Retirement Partners
California
$21K -$450 -3 -2%
AF
717
Advisornet Financial
Minnesota
$20K -$211K -1,405 -91%
SC
718
Solstein Capital
California
$20K +$20.4K +136 New
FPS
719
Fieldpoint Private Securities
Connecticut
$19K -$3.75K -25 -16%
TAIM
720
TD Ameritrade Investment Management
Nebraska
$19K -$300 -2 -2%
ONST
721
Old North State Trust
North Carolina
$19K – – –
TFO
722
Tarbox Family Office
California
$19K +$900 +6 +5%
TFA
723
Toth Financial Advisory
Virginia
$18K – – –
CFA
724
Carroll Financial Associates
North Carolina
$18K +$300 +2 +2%
FPFS
725
First Personal Financial Services
North Carolina
$17K – – –
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