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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
701
Independent Financial Group
California
$511K -$46K -262 -8%
FNBSF
702
First National Bank Sioux Falls
South Dakota
$511K – – –
LCM
703
Lazari Capital Management
California
$510K +$14K +80 +3%
LS
704
Livforsakringsbolaget Skandia
Sweden
$509K – – –
MSWMA
705
Market Street Wealth Management Advisors
Indiana
$504K +$13.5K +77 +3%
SAM
706
Sompo Asset Management
Japan
$501K +$511K +2,910 New
WT
707
Washington Trust
Rhode Island
$499K – – –
LAIC
708
Lederer & Associates Investment Counsel
California
$499K -$19K -108 -4%
AC
709
Avestar Capital
New York
$499K +$43.4K +247 +9%
AWA
710
Arete Wealth Advisors
Illinois
$492K -$83.5K -476 -14%
MJRIC
711
Mogy Joel R Investment Counsel
California
$486K – – –
BFS
712
Bradley Foster & Sargent
Connecticut
$483K +$29K +165 +6%
MCA
713
Magnolia Capital Advisors
Mississippi
$482K +$166K +948 +51%
RSWM
714
Robertson Stephens Wealth Management
California
$482K +$39.3K +224 +9%
MA
715
Mutual Advisors
Nebraska
$481K -$1.75K -10 -0.4%
SAM
716
Smartleaf Asset Management
Massachusetts
$479K +$133K +759 +37%
OIA
717
Optimum Investment Advisors
Illinois
$479K -$35.1K -200 -7%
LWA
718
Lantern Wealth Advisors
New York
$478K – – –
IAIM
719
International Assets Investment Management
Florida
$478K -$156M -889,333 -100%
SFC
720
Strategic Financial Concepts
Texas
$477K +$2.98K +17 +0.6%
SICM
721
Sustainable Insight Capital Management
New York
$473K +$482K +2,749 New
SA
722
Strategic Advocates
Utah
$473K -$84.8K -483 -15%
SWP
723
Stratos Wealth Partners
Ohio
$469K +$37.2K +212 +8%
NP
724
Nilsine Partners
Colorado
$467K +$42.5K +242 +10%
AGP
725
Autumn Glory Partners
Texas
$467K -$476K -2,710 -50%
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