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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
701
Lincoln National Corp
Pennsylvania
$395K +$64.8K +442 +21%
WG
702
Welch Group
Alabama
$393K +$587 +4 +0.2%
SFC
703
Strategic Financial Concepts
Texas
$393K +$368K +2,510 New
SWA
704
Stratos Wealth Advisors
Ohio
$392K -$2.05K -14 -0.6%
HSA
705
HBK Sorce Advisory
Pennsylvania
$392K +$367K +2,504 New
FSA
706
Financial Sense Advisors
California
$391K – – –
MLL
707
Moody Lynn & Lieberson
Massachusetts
$391K – – –
SCM
708
Schnieders Capital Management
California
$391K – – –
HKIMG
709
Hutchens & Kramer Investment Management Group
Indiana
$391K +$13.9K +95 +4%
BFS
710
Bard Financial Services
Connecticut
$385K +$6.6K +45 +2%
TC
711
Trust Company
Kansas
$384K -$18.8K -128 -5%
KFS
712
Kaizen Financial Strategies
California
$384K +$4.69K +32 +1%
MWM
713
Mission Wealth Management
California
$377K +$90.6K +618 +35%
RFC
714
Regions Financial Corp
Alabama
$376K +$60.9K +415 +21%
SCP
715
Silverleafe Capital Partners
Tennessee
$376K – – –
NG
716
Norden Group
Utah
$375K +$352K +2,398 New
KI
717
Kapitalo Investimentos
Brazil
$375K +$351K +2,395 New
HPG
718
Harvest Portfolios Group
Ontario, Canada
$374K +$17K +116 +5%
GLA
719
Good Life Advisors
Pennsylvania
$372K – – –
PA
720
Pinnacle Associates
New York
$369K +$23.5K +160 +7%
LFA
721
Legacy Financial Advisors
Kentucky
$369K +$10.9K +74 +3%
EFG
722
Everhart Financial Group
Ohio
$367K +$78.7K +537 +30%
IB
723
Intrust Bank
Kansas
$366K – – –
GLA
724
Great Lakes Advisors
Illinois
$366K +$95.3K +650 +38%
RWB
725
RMR Wealth Builders
New Jersey
$359K -$15.3K -104 -4%
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