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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
701
Shelton Capital Management
Colorado
$360K – – –
AOWM
702
Alpha Omega Wealth Management
Virginia
$360K +$23.8K +167 +7%
PFS
703
Prospera Financial Services
Texas
$356K -$23.6K -166 -6%
RIL
704
Rothschild Investment LLC
Illinois
$355K -$78.4K -550 -17%
CCA
705
Checchi Capital Advisers
California
$355K +$43.5K +305 +13%
UB
706
UMB Bank
Missouri
$354K – – –
OPS
707
Orion Portfolio Solutions
Nebraska
$353K +$39.3K +276 +11%
PCP
708
Proficio Capital Partners
Massachusetts
$353K +$60.4K +424 +19%
QCG
709
Quadrant Capital Group
Ohio
$350K +$11.4K +80 +3%
SIM
710
Sentry Investment Management
Wisconsin
$346K -$53.6K -376 -13%
IB
711
Intrust Bank
Kansas
$345K -$4.42K -31 -1%
CAN
712
Cetera Advisor Networks
California
$344K -$306K -2,145 -45%
KFP
713
KB Financial Partners
New Jersey
$343K +$93.3K +655 +34%
IFG
714
Independent Financial Group
California
$343K -$2.5M -17,515 -87%
AMR
715
Asset Management Resources
Massachusetts
$342K -$24.5K -172 -6%
MC
716
Machina Capital
France
$342K +$370K +2,600 New
ICA
717
Infrastructure Capital Advisors
New York
$342K +$371K +2,601 New
TPCW
718
TD Private Client Wealth
New York
$341K -$8.55K -60 -2%
BFO
719
Boston Family Office
Massachusetts
$337K +$44K +309 +14%
RG
720
Renaissance Group
Kentucky
$336K – – –
HCM
721
Hodges Capital Management
Texas
$335K +$126K +881 +53%
MLL
722
Moody Lynn & Lieberson
Massachusetts
$329K -$61.8K -434 -15%
CP
723
Camelot Portfolios
Ohio
$328K -$131K -917 -27%
MIM
724
Merrion Investment Management
New Jersey
$328K – – –
SIA
725
SkyView Investment Advisors
New Jersey
$327K -$1.33M -9,334 -79%
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29
30 31