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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
751
Global Retirement Partners
California
$11K -$5.36K -30 -31%
MCM
752
Manchester Capital Management
Vermont
$10K – – –
SIS
753
Sound Income Strategies
Florida
$10K – – –
PCIA
754
Prime Capital Investment Advisors
Kansas
$10K +$10.7K +60 New
WIM
755
Westside Investment Management
California
$9.07K -$2.15K -12 -18%
NPP
756
New Potomac Partners
Maryland
$8K -$17.9K -100 -67%
AF
757
Advisornet Financial
Minnesota
$8K – – –
WWM
758
Willingdon Wealth Management
North Carolina
$8K – – –
TJHA
759
Thomas J. Herzfeld Advisors
Florida
$8K +$2.15K +12 +35%
OSAM
760
O'Shaughnessy Asset Management
Connecticut
$8K +$3.93K +22 +79%
IFAM
761
Institutional & Family Asset Management
Colorado
$7K -$5.72K -32 -45%
DBT
762
Dubuque Bank & Trust
Iowa
$7K – – –
BWM
763
Baystate Wealth Management
Massachusetts
$7K +$179 +1 +3%
VNA
764
Valley National Advisers
Pennsylvania
$6K +$2.15K +12 +48%
BL
765
Balentine LLC
Georgia
$6K +$5.9K +33 New
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$6.26K +35 New
HI
767
Human Investing
Oregon
$6K +$6.44K +36 New
OFW
768
Omnia Family Wealth
Florida
$5K – – –
PWM
769
PRW Wealth Management
Massachusetts
$5K +$4.47K +25 New
CA
770
Claro Advisors
Massachusetts
$5K +$4.65K +26 New
RWM
771
Raffa Wealth Management
District of Columbia
$4.7K – – –
CIA
772
CSat Investment Advisory
Michigan
$4K +$894 +5 +25%
JFA
773
JNBA Financial Advisors
Minnesota
$4K +$4.11K +23 New
ED
774
Exane Derivatives
France
$3.86K -$715 -4 -15%
CHP
775
Cable Hill Partners
Oregon
$3K – – –
29 30
31
32 33