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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
726
New England Research & Management
Illinois
$436K -$665K -4,200 -62%
NS
727
NBC Securities
Alabama
$436K -$15.7K -99 -4%
RSWM
728
Robertson Stephens Wealth Management
California
$435K -$21.7K -137 -5%
OWA
729
Octavia Wealth Advisors
Ohio
$435K +$2.85K +18 +0.7%
IF
730
Intrua Financial
Texas
$433K -$57.3K -362 -12%
SWA
731
Stratos Wealth Advisors
Ohio
$431K +$4.28K +27 +1%
LP
732
LMR Partners
United Kingdom
$430K +$403K +2,544 New
CIM
733
Chiron Investment Management
New York
$427K +$400K +2,528 New
WG
734
Welch Group
Alabama
$425K – – –
EFG
735
Embree Financial Group
Illinois
$425K +$4.75K +30 +1%
SWP
736
Stratos Wealth Partners
Ohio
$424K -$25.6K -162 -6%
ASFA
737
All Season Financial Advisors
Colorado
$424K +$397K +2,508 New
FSA
738
Financial Sense Advisors
California
$423K – – –
MLL
739
Moody Lynn & Lieberson
Massachusetts
$423K – – –
LFA
740
Legacy Financial Advisors
Kentucky
$420K +$3.8K +24 +1%
HKIMG
741
Hutchens & Kramer Investment Management Group
Indiana
$419K +$15K +95 +4%
NP
742
Nilsine Partners
Colorado
$417K +$22.8K +144 +6%
SCP
743
Silverleafe Capital Partners
Tennessee
$406K – – –
PCP
744
Proficio Capital Partners
Massachusetts
$404K -$92K -581 -20%
LI
745
LRI Investments
Florida
$402K – – –
JSW
746
Journey Strategic Wealth
New Jersey
$395K +$28.7K +181 +8%
TAM
747
Titleist Asset Management
Texas
$394K -$27.2K -172 -7%
BLC
748
Brown, Lisle/Cummings
Rhode Island
$393K -$12.2K -77 -3%
LC
749
Lindbrook Capital
California
$393K +$95.3K +602 +35%
UB
750
UMB Bank
Missouri
$393K +$24.4K +154 +7%
28 29
30
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