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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$222K -$481K -3,695 -68%
S
727
Seeyond
France
$222K -$373K -2,866 -63%
GLA
728
Good Life Advisors
Pennsylvania
$221K – – –
CW
729
CreativeOne Wealth
Kansas
$219K -$13.3K -102 -6%
DWT
730
Dorsey & Whitney Trust
South Dakota
$218K – – –
EH
731
EMG Holdings
Connecticut
$214K +$216K +1,658 New
CSIC
732
Clifford Swan Investment Counsel
California
$213K +$186K +1,427 New
MCP
733
Mirador Capital Partners
California
$213K +$214K +1,642 New
FFG
734
Ford Financial Group
California
$210K +$207K +1,590 +5,300%
IAIM
735
International Assets Investment Management
Florida
$209K -$32.8K -252 -14%
AC
736
Avestar Capital
New York
$209K – – –
DAC
737
Dividend Assets Capital
South Carolina
$208K – – –
CIP
738
Convergence Investment Partners
Florida
$207K -$135K -1,039 -39%
HVIA
739
Hudson Valley Investment Advisors
New York
$206K +$206K +1,583 New
RC
740
Rovin Capital
Arizona
$204K +$1.43K +11 +0.7%
KFS
741
Kaizen Financial Strategies
California
$203K +$203K +1,561 New
BC
742
Burleson & Co
California
$200K – – –
ICA
743
Infrastructure Capital Advisors
New York
$200K +$195K +1,501 New
WT
744
Washington Trust
Rhode Island
$189K – – –
HIA
745
Harbor Investment Advisory
Maryland
$182K +$6.64K +51 +4%
HI
746
Harbour Investments
Wisconsin
$175K +$30.3K +233 +21%
NICM
747
Neo Ivy Capital Management
New York
$175K +$333K +2,562 New
KA
748
Kozak & Associates
Colorado
$169K +$132K +1,014 New
FCM
749
Firestone Capital Management
Florida
$167K – – –
LIM
750
Longfellow Investment Management
Massachusetts
$164K – – –
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30
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