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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Sompo Asset Management
Japan
$258K +$275K +2,300 New
MCM
727
Manchester Capital Management
Vermont
$255K +$15.2K +127 +6%
BIA
728
Barry Investment Advisors
Massachusetts
$255K -$11.8K -99 -4%
SIC
729
Samalin Investment Counsel
New York
$253K +$49.6K +415 +23%
PI
730
PFG Investments
New York
$252K +$269K +2,252 New
MCC
731
Malaga Cove Capital
California
$252K +$269K +2,251 New
CCM
732
Compton Capital Management
Rhode Island
$252K -$519K -4,350 -66%
SFG
733
Socha Financial Group
New York
$252K +$33.6K +281 +14%
PA
734
Pinnacle Associates
New York
$251K +$9.43K +79 +4%
HPM
735
Hoxton Planning & Management
West Virginia
$250K -$13.4K -112 -5%
LWM
736
LJI Wealth Management
Indiana
$250K – – –
DGAM
737
Desjardins Global Asset Management
Quebec, Canada
$249K +$148K +1,237 +125%
KI
738
Kula Investments
Illinois
$249K +$265K +2,220 New
SFS
739
Stiles Financial Services
Minnesota
$248K -$2.75K -23 -1%
NCM
740
Novare Capital Management
North Carolina
$247K +$11.9K +100 +5%
CL
741
Choreo LLC
Illinois
$247K +$1.07K +9 +0.4%
WP
742
WealthSource Partners
California
$247K -$2.03K -17 -0.8%
CIA
743
Cladis Investment Advisory
Montana
$246K – – –
DT
744
Diversified Trust
Tennessee
$245K -$543K -4,546 -67%
AWM
745
Apollon Wealth Management
South Carolina
$245K +$27.6K +231 +12%
RG
746
Renaissance Group
Kentucky
$245K – – –
WKWM
747
Walter & Keenan Wealth Management
Indiana
$244K +$260K +2,178 New
IA
748
IFG Advisory
Georgia
$242K -$32K -268 -11%
SIM
749
Sentry Investment Management
Wisconsin
$240K +$172K +1,444 +207%
SDH
750
Sloy Dahl & Holst
Washington
$240K – – –
28 29
30
31 32