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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
701
Strategic Wealth Investment Group
Kentucky
$307K +$1.33K +12 +0.5%
DC
702
Davenport & Co
Virginia
$305K -$79.4K -714 -22%
PCP
703
Proficio Capital Partners
Massachusetts
$304K +$7.11K +64 +3%
KFP
704
KB Financial Partners
New Jersey
$304K -$21.9K -197 -7%
WTB
705
Washington Trust Bank
Washington
$304K +$35K +315 +14%
IB
706
Intrust Bank
Kansas
$301K -$1K -9 -0.4%
RWB
707
RMR Wealth Builders
New Jersey
$298K +$4.11K +37 +1%
SS
708
Sunbelt Securities
Texas
$297K -$72.9K -656 -21%
KFS
709
Kaizen Financial Strategies
California
$296K -$30.9K -278 -11%
SFA
710
Sequoia Financial Advisors
Ohio
$296K +$280K +2,520 New
1IA
711
1620 Investment Advisors
Massachusetts
$295K +$279K +2,510 New
FSA
712
Financial Sense Advisors
California
$294K – – –
MIM
713
Merrion Investment Management
New Jersey
$294K – – –
WG
714
Welch Group
Alabama
$293K +$278K +2,497 New
LNC
715
Lincoln National Corp
Pennsylvania
$293K -$1.43M -12,844 -84%
MLL
716
Moody Lynn & Lieberson
Massachusetts
$293K – – –
SYBT
717
Stock Yards Bank & Trust
Kentucky
$290K +$13.4K +121 +5%
JSW
718
Journey Strategic Wealth
New Jersey
$287K +$16.7K +150 +7%
RCAG
719
Rehmann Capital Advisory Group
Michigan
$286K +$5.56K +50 +2%
IA
720
IFG Advisory
Georgia
$285K +$12.9K +116 +5%
GL
721
Graypoint LLC
New York
$285K +$269K +2,424 New
AAA
722
Adams Asset Advisors
Texas
$284K +$268K +2,414 New
SWA
723
Stratos Wealth Advisors
Ohio
$282K +$2.89K +26 +1%
SCP
724
Silverleafe Capital Partners
Tennessee
$282K -$111K -1,000 -29%
BI
725
Bramshill Investments
Florida
$282K – – –
27 28
29
30 31