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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Executive Wealth Management
Michigan
$17K +$172 +1 +1%
CIAS
727
Capital Investment Advisory Services
North Carolina
$16K +$17.2K +100 New
PCMK
728
Paragon Capital Management (Kansas)
Kansas
$16K +$17.2K +100 New
PCIA
729
Prime Capital Investment Advisors
Kansas
$16K +$17.2K +100 New
H
730
Hexavest
Quebec, Canada
$16K +$17.6K +102 New
GWMIA
731
Global Wealth Management Investment Advisory
Florida
$14K -$143K -830 -90%
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
GAM
733
Gemmer Asset Management
California
$13K – – –
GWS
734
Glassman Wealth Services
Virginia
$13K – – –
DOA
735
D'Orazio & Associates
Virginia
$13K +$172 +1 +1%
RWA
736
Ropes Wealth Advisors
Massachusetts
$12K – – –
SIM
737
Sonora Investment Management
Arizona
$12K – – –
CI
738
CX Institutional
Indiana
$12K +$344 +2 +3%
BL
739
Balentine LLC
Georgia
$12K +$6.72K +39 +118%
RIA
740
Realta Investment Advisors
Delaware
$12K +$12.9K +75 New
VEA
741
Virtus ETF Advisers
New York
$12K +$13.3K +77 New
TWA
742
TCI Wealth Advisors
Arizona
$11K -$1.72K -10 -13%
SIS
743
Sound Income Strategies
Florida
$9K -$2.93K -17 -23%
GFPC
744
Global Financial Private Capital
Florida
$9K +$9.99K +58 New
IFAM
745
Institutional & Family Asset Management
Colorado
$8K -$1.21K -7 -13%
AF
746
Advisornet Financial
Minnesota
$8K – – –
NPP
747
New Potomac Partners
Maryland
$8K – – –
TC
748
Trust Company
Kansas
$8K +$8.78K +51 New
POIA
749
Pin Oak Investment Advisors
Texas
$8K +$8.96K +52 New
WWM
750
Willingdon Wealth Management
North Carolina
$7K – – –
28 29
30
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