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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
701
Financial Sense Advisors
California
$357K – – –
SCM
702
Schnieders Capital Management
California
$356K -$42.3K -350 -12%
PS
703
Principal Securities
Iowa
$352K +$298K +2,467 New
HKIMG
704
Hutchens & Kramer Investment Management Group
Indiana
$349K -$19.3K -160 -6%
KFS
705
Kaizen Financial Strategies
California
$345K +$5.2K +43 +2%
BFS
706
Bard Financial Services
Connecticut
$344K +$19.9K +165 +7%
RG
707
Renaissance Group
Kentucky
$343K -$1.09K -9 -0.4%
BI
708
Bramshill Investments
Florida
$342K – – –
SCP
709
Silverleafe Capital Partners
Tennessee
$342K – – –
GIA
710
Gateway Investment Advisers
Ohio
$341K -$9.31K -77 -3%
GLA
711
Good Life Advisors
Pennsylvania
$339K -$27.8K -230 -9%
RWB
712
RMR Wealth Builders
New Jersey
$338K +$3.26K +27 +1%
SAM
713
Shell Asset Management
Netherlands
$338K -$71.6K -592 -20%
IB
714
Intrust Bank
Kansas
$334K -$9.19K -76 -3%
FAN
715
Financial Advisors Network
California
$329K -$604 -5 -0.2%
OFG
716
Oxford Financial Group
Indiana
$327K +$31.4K +260 +13%
ACI
717
Alpha Cubed Investments
California
$326K -$169K -1,400 -38%
NP
718
Nilsine Partners
Colorado
$326K +$16.7K +138 +6%
LFA
719
Legacy Financial Advisors
Kentucky
$326K +$7.37K +61 +3%
HPG
720
Harvest Portfolios Group
Ontario, Canada
$324K -$78.9K -653 -22%
MNBTD
721
Moody National Bank Trust Division
Texas
$322K -$376K -3,107 -58%
LWM
722
LJI Wealth Management
Indiana
$318K – – –
SCM
723
Steele Capital Management
Iowa
$318K +$270K +2,230 New
MCM
724
Manchester Capital Management
Vermont
$318K -$25.5K -211 -9%
RCAG
725
Rehmann Capital Advisory Group
Michigan
$317K -$14.3K -118 -5%
27 28
29
30 31