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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arkadios Wealth Advisors
Georgia
$281K +$16.1K +145 +6%
BIA
727
Barry Investment Advisors
Massachusetts
$279K +$264K +2,372 New
SC
728
Savant Capital
Illinois
$277K +$4.67K +42 +2%
JWCA
729
J.W. Cole Advisors
Florida
$276K +$261K +2,350 New
WVP
730
Worth Venture Partners
New Jersey
$276K -$55.6K -500 -18%
SCM
731
Schnieders Capital Management
California
$276K +$261K +2,348 New
HPM
732
Hoxton Planning & Management
West Virginia
$275K +$261K +2,344 New
TFA
733
Transamerica Financial Advisors
Florida
$272K -$2.56K -23 -1%
ECM
734
Evergreen Capital Management
Washington
$272K +$257K +2,314 New
SAM
735
Shell Asset Management
Netherlands
$270K -$371K -3,339 -59%
CFGS
736
Concourse Financial Group Securities
Alabama
$265K +$23.6K +212 +10%
IA
737
Inspire Advisors
Idaho
$265K -$49.2K -443 -16%
SFS
738
Stiles Financial Services
Minnesota
$263K +$249K +2,239 New
LWM
739
LJI Wealth Management
Indiana
$262K +$248K +2,231 New
WP
740
WealthSource Partners
California
$261K +$247K +2,225 New
CL
741
Choreo LLC
Illinois
$258K +$245K +2,200 New
CIA
742
Cladis Investment Advisory
Montana
$258K +$245K +2,200 New
RG
743
Renaissance Group
Kentucky
$257K -$5.67K -51 -2%
PA
744
Pinnacle Associates
New York
$254K +$240K +2,160 New
MCM
745
Manchester Capital Management
Vermont
$253K -$107K -965 -31%
SDH
746
Sloy Dahl & Holst
Washington
$251K +$238K +2,139 New
CAG
747
Csenge Advisory Group
Florida
$250K +$237K +2,132 New
SF
748
Synovus Financial
Georgia
$250K -$65.9K -593 -22%
ORC
749
O'Rourke & Company
Massachusetts
$250K +$236K +2,127 New
ICP
750
Interchange Capital Partners
Pennsylvania
$250K -$49.7K -447 -17%
28 29
30
31 32