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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
701
1620 Investment Advisors
Massachusetts
$281K – – –
WG
702
Welch Group
Alabama
$280K +$597 +5 +0.2%
FSA
703
Financial Sense Advisors
California
$280K – – –
MIM
704
Merrion Investment Management
New Jersey
$280K – – –
RWB
705
RMR Wealth Builders
New Jersey
$277K -$7.76K -65 -3%
SYBT
706
Stock Yards Bank & Trust
Kentucky
$276K – – –
HWM
707
HB Wealth Management
Georgia
$276K -$40.1K -336 -12%
RCAG
708
Rehmann Capital Advisory Group
Michigan
$273K +$597 +5 +0.2%
LNC
709
Lincoln National Corp
Pennsylvania
$273K -$7.28K -61 -2%
LI
710
Lafayette Investments
Maryland
$272K -$140K -1,175 -33%
SC
711
Savant Capital
Illinois
$271K +$7.88K +66 +3%
AWA
712
Arkadios Wealth Advisors
Georgia
$271K +$3.1K +26 +1%
SWA
713
Stratos Wealth Advisors
Ohio
$271K +$1.55K +13 +0.5%
AAA
714
Adams Asset Advisors
Texas
$270K – – –
BI
715
Bramshill Investments
Florida
$269K – – –
SCP
716
Silverleafe Capital Partners
Tennessee
$269K – – –
IA
717
Inspire Advisors
Idaho
$267K +$15.2K +127 +6%
WVP
718
Worth Venture Partners
New Jersey
$263K – – –
SFC
719
Strategic Financial Concepts
Texas
$261K +$279K +2,335 New
CFGS
720
Concourse Financial Group Securities
Alabama
$261K +$8.24K +69 +3%
MFS
721
Mirabella Financial Services
United Kingdom
$259K +$276K +2,315 New
NP
722
Nilsine Partners
Colorado
$259K +$276K +2,310 New
KFS
723
Kaizen Financial Strategies
California
$258K -$6.57K -55 -2%
SAM
724
Sompo Asset Management
Japan
$258K +$275K +2,300 New
MCM
725
Manchester Capital Management
Vermont
$255K +$15.2K +127 +6%
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