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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
726
Nilsine Partners
Colorado
$355K -$2.2K -15 -0.7%
MNBTD
727
Moody National Bank Trust Division
Texas
$354K – – –
LI
728
LRI Investments
Florida
$352K +$330K +2,252 New
MCM
729
Manchester Capital Management
Vermont
$352K +$3.23K +22 +1%
SCM
730
Steele Capital Management
Iowa
$349K – – –
OFG
731
Oxford Financial Group
Indiana
$346K -$12.8K -87 -4%
AC
732
Avestar Capital
New York
$346K +$64.5K +440 +25%
RCAG
733
Rehmann Capital Advisory Group
Michigan
$344K -$4.4K -30 -1%
RWA
734
Redhawk Wealth Advisors
Minnesota
$343K -$587 -4 -0.2%
UB
735
UMB Bank
Missouri
$343K +$14.2K +97 +5%
MFG
736
Merit Financial Group
Georgia
$342K -$29.2K -199 -8%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$341K – – –
AWM
738
Affinity Wealth Management
Delaware
$340K – – –
CC
739
Corton Capital
Ontario, Canada
$338K +$317K +2,160 New
RCA
740
Resonant Capital Advisors
Wisconsin
$338K +$17.6K +120 +6%
MPM
741
MBB Public Markets
Illinois
$337K +$316K +2,153 New
LWM
742
LJI Wealth Management
Indiana
$337K -$11.7K -80 -4%
MFIM
743
Mesirow Financial Investment Management
Illinois
$335K +$7.19K +49 +2%
BSW
744
Buckingham Strategic Wealth
Missouri
$334K +$37.1K +253 +13%
WPC
745
White Pine Capital
Minnesota
$333K +$50.7K +346 +17%
LI
746
Lafayette Investments
Maryland
$333K – – –
HIA
747
Harbor Investment Advisory
Maryland
$331K -$80.7K -550 -21%
UAG
748
United Advisor Group
Ohio
$329K -$344K -2,347 -53%
BIG
749
Brooklyn Investment Group
New York
$327K -$2.79K -19 -0.9%
CTC
750
Cetera Trust Company
Minnesota
$325K – – –
28 29
30
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