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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$497K +$65.7K +376 +14%
PI
727
PFG Investments
New York
$495K -$120K -689 -19%
FNBSF
728
First National Bank Sioux Falls
South Dakota
$492K – – –
SICM
729
Sustainable Insight Capital Management
New York
$490K +$35K +200 +7%
OFG
730
Oxford Financial Group
Indiana
$490K -$24.8K -142 -5%
AIS
731
American Investment Services
Massachusetts
$489K -$45.4K -260 -8%
MSWMA
732
Market Street Wealth Management Advisors
Indiana
$487K +$874 +5 +0.2%
JSC
733
Jackson Square Capital
California
$482K -$15.4K -88 -3%
WT
734
Washington Trust
Rhode Island
$481K – – –
MWA
735
MFA Wealth Advisors
Pennsylvania
$481K +$507K +2,898 New
OWP
736
ORG Wealth Partners
Texas
$476K +$499K +2,854 New
LIA
737
LS Investment Advisors
Michigan
$475K +$95.3K +545 +24%
AWA
738
Arete Wealth Advisors
Illinois
$474K -$1.4K -8 -0.3%
LAIC
739
Lederer & Associates Investment Counsel
California
$473K -$9.26K -53 -2%
MJRIC
740
Mogy Joel R Investment Counsel
California
$469K – – –
WA
741
WealthTrust Axiom
Pennsylvania
$465K +$140K +800 +40%
MCA
742
Magnolia Capital Advisors
Mississippi
$464K -$1.05K -6 -0.2%
OIA
743
Optimum Investment Advisors
Illinois
$462K – – –
LCM
744
Lazari Capital Management
California
$459K -$34.6K -198 -7%
GJIA
745
Glass Jacobson Investment Advisors
Maryland
$455K – – –
SA
746
Strategic Advocates
Utah
$450K -$5.77K -33 -1%
SIA
747
Schechter Investment Advisors
Michigan
$450K -$192K -1,097 -29%
OGC
748
Oak Grove Capital
New Hampshire
$448K -$157K -900 -25%
AW
749
Alteri Wealth
California
$441K +$80.6K +461 +21%
SCM
750
Schnieders Capital Management
California
$441K – – –
28 29
30
31 32