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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
751
Sound Income Strategies
Florida
$8K – – –
PW
752
Price Wealth
Texas
$8K +$7.95K +53 New
CB
753
CNB Bank
Pennsylvania
$7K -$6.3K -42 -47%
NPP
754
New Potomac Partners
Maryland
$7K – – –
WWM
755
Willingdon Wealth Management
North Carolina
$7K – – –
RIA
756
Realta Investment Advisors
Delaware
$7K +$150 +1 +2%
EWA
757
Evolution Wealth Advisors
Florida
$7K +$6.75K +45 New
ECM
758
EII Capital Management
New York
$6.56K – – –
EFSCE
759
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$4.05K -27 -39%
GWMIA
760
Global Wealth Management Investment Advisory
Florida
$6K -$300 -2 -5%
SCA
761
Stonebridge Capital Advisors
Minnesota
$6K – – –
TSW
762
Thompson Siegel & Walmsley
Virginia
$6K +$6K +40 New
CFG
763
Citizens Financial Group
Rhode Island
$5K -$450 -3 -9%
WB
764
West Bancorporation
Iowa
$5K +$5.1K +34 New
RE
765
RBC Europe
United Kingdom
$4.47K – – –
RWM
766
Raffa Wealth Management
District of Columbia
$4.17K – – –
ACM
767
Allred Capital Management
Texas
$4.17K +$4.2K +28 New
VNA
768
Valley National Advisers
Pennsylvania
$4K – – –
JCM
769
Jacobi Capital Management
Pennsylvania
$4K +$1.5K +10 +53%
VCM
770
Versant Capital Management
Arizona
$4K +$2.4K +16 +133%
VCP
771
Verus Capital Partners
Arizona
$4K +$3.9K +26 New
WCM
772
Wealthcare Capital Management
Virginia
$4K +$4.05K +27 New
GAM
773
Gemmer Asset Management
California
$3K -$3.15K -21 -49%
JFA
774
JNBA Financial Advisors
Minnesota
$3K – – –
LWM
775
Liberty Wealth Management
California
$3K +$750 +5 +36%
29 30
31
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