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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
726
Washington Trust Bank
Washington
$467K – – –
PFC
727
Phocas Financial Corp
California
$466K +$475K +2,706 New
RPC
728
Rossmore Private Capital
Connecticut
$465K -$87.8K -500 -16%
AG
729
Ascent Group
Virginia
$461K +$69.3K +395 +17%
SCM
730
Schnieders Capital Management
California
$457K – – –
GJIA
731
Glass Jacobson Investment Advisors
Maryland
$455K +$7.02K +40 +2%
BF
732
BOK Financial
Oklahoma
$453K -$245K -1,397 -35%
BLC
733
Brown, Lisle/Cummings
Rhode Island
$453K +$52.7K +300 +13%
PWMAG
734
Pinnacle Wealth Management Advisory Group
New Jersey
$451K +$76.9K +438 +20%
JFG
735
JDM Financial Group
Texas
$440K -$19.5K -111 -4%
BAAM
736
Baker Avenue Asset Management
California
$439K +$203K +1,156 +83%
FFA
737
Farther Finance Advisors
California
$437K -$43K -245 -9%
API
738
Asset Planning Inc
California
$437K +$445K +2,535 New
OWA
739
Octavia Wealth Advisors
Ohio
$436K -$7.2K -41 -2%
LFA
740
Legacy Financial Advisors
Kentucky
$436K +$7.9K +45 +2%
OC
741
Opinicus Capital
Florida
$434K -$31.1K -177 -7%
PCS
742
Personal CFO Solutions
New Jersey
$433K -$1.08M -6,140 -71%
SWP
743
Sagespring Wealth Partners
Tennessee
$431K +$439K +2,504 New
NERM
744
New England Research & Management
Illinois
$431K -$13.2K -75 -3%
WG
745
Welch Group
Alabama
$431K +$878 +5 +0.2%
FSA
746
Financial Sense Advisors
California
$431K – – –
MLL
747
Moody Lynn & Lieberson
Massachusetts
$431K – – –
IAS
748
Insigneo Advisory Services
Florida
$429K -$17.4K -99 -4%
HA
749
Huntleigh Advisors
Missouri
$424K +$432K +2,463 New
SIG
750
Sargent Investment Group
Maryland
$420K +$426K +2,430 New
28 29
30
31 32