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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
751
Pin Oak Investment Advisors
Texas
$8K +$8.96K +52 New
WIM
752
Westside Investment Management
California
$8K +$9.3K +54 New
WWM
753
Willingdon Wealth Management
North Carolina
$7K – – –
BBHC
754
Brown Brothers Harriman & Co
New York
$6K -$50.5K -293 -88%
TJHA
755
Thomas J. Herzfeld Advisors
Florida
$6K -$1.72K -10 -22%
BWM
756
Baystate Wealth Management
Massachusetts
$6K – – –
JFGIW
757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
AIS
758
Accurate Investment Solutions
Pennsylvania
$5K +$3.62K +21 +210%
RE
759
RBC Europe
United Kingdom
$4.79K -$73.2K -425 -93%
W
760
WealthStone
Ohio
$4.15K +$4.48K +26 New
JFA
761
JNBA Financial Advisors
Minnesota
$4K – – –
VNA
762
Valley National Advisers
Pennsylvania
$4K – – –
TL
763
TrueWealth LLC
Georgia
$3K – – –
TF
764
TimeScale Financial
Massachusetts
$3K +$2.76K +16 New
JCM
765
Jacobi Capital Management
Pennsylvania
$3K +$3.27K +19 New
CCM
766
Cribstone Capital Management
Maine
$2K -$2.07K -12 -50%
WAS
767
Winch Advisory Services
Wisconsin
$1K -$1.9K -11 -61%
CCM
768
Copeland Capital Management
Pennsylvania
$1K – – –
SFG
769
SevenBridge Financial Group
Pennsylvania
$1K – – –
VCM
770
Versant Capital Management
Arizona
$1K – – –
TFA
771
Transamerica Financial Advisors
Florida
$1K +$344 +2 New
GC
772
Globeflex Capital
California
$1K +$1.55K +9 New
FTI
773
Fiduciary Trust International
Massachusetts
– -$63.4M -410,760 Closed
AIA
774
Avalon Investment & Advisory
Texas
– -$13.7M -75,275 Closed
QIM
775
Quantitative Investment Management
Virginia
– -$9.86M -54,100 Closed
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