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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
726
Barry Investment Advisors
Massachusetts
$255K -$11.8K -99 -4%
SIC
727
Samalin Investment Counsel
New York
$253K +$49.6K +415 +23%
PI
728
PFG Investments
New York
$252K +$269K +2,252 New
MCC
729
Malaga Cove Capital
California
$252K +$269K +2,251 New
CCM
730
Compton Capital Management
Rhode Island
$252K -$519K -4,350 -66%
SFG
731
Socha Financial Group
New York
$252K +$33.6K +281 +14%
PA
732
Pinnacle Associates
New York
$251K +$9.43K +79 +4%
HPM
733
Hoxton Planning & Management
West Virginia
$250K -$13.4K -112 -5%
LWM
734
LJI Wealth Management
Indiana
$250K – – –
DGAM
735
Desjardins Global Asset Management
Quebec, Canada
$249K +$148K +1,237 +125%
KI
736
Kula Investments
Illinois
$249K +$265K +2,220 New
SFS
737
Stiles Financial Services
Minnesota
$248K -$2.75K -23 -1%
NCM
738
Novare Capital Management
North Carolina
$247K +$11.9K +100 +5%
CL
739
Choreo LLC
Illinois
$247K +$1.07K +9 +0.4%
WP
740
WealthSource Partners
California
$247K -$2.03K -17 -0.8%
CIA
741
Cladis Investment Advisory
Montana
$246K – – –
DT
742
Diversified Trust
Tennessee
$245K -$543K -4,546 -67%
AWM
743
Apollon Wealth Management
South Carolina
$245K +$27.6K +231 +12%
RG
744
Renaissance Group
Kentucky
$245K – – –
WKWM
745
Walter & Keenan Wealth Management
Indiana
$244K +$260K +2,178 New
IA
746
IFG Advisory
Georgia
$242K -$32K -268 -11%
SIM
747
Sentry Investment Management
Wisconsin
$240K +$172K +1,444 +207%
SDH
748
Sloy Dahl & Holst
Washington
$240K – – –
V
749
ViaWealth
Kansas
$238K +$16.1K +135 +7%
GWCM
750
Godshalk Welsh Capital Management
Pennsylvania
$238K – – –
28 29
30
31 32