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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
776
Valley Forge Investment Consultants
Pennsylvania
$210K – – –
NP
777
NorthRock Partners
Minnesota
$209K -$19.7K -165 -8%
CWM
778
Cabot Wealth Management
Massachusetts
$207K +$5.97K +50 +3%
JHCP
779
Jackson Hole Capital Partners
Oklahoma
$203K +$216K +1,810 New
HFM
780
Harvest Fund Management
China
$202K -$187K -1,564 -46%
CAG
781
Csenge Advisory Group
Florida
$202K -$39.5K -331 -16%
CCA
782
Clearwater Capital Advisors
Illinois
$202K – – –
MLA
783
My Legacy Advisors
Oregon
$201K +$10.9K +91 +5%
SSG
784
Summit Securities Group
New York
$195K -$178K -1,489 -46%
NSIM
785
North Star Investment Management
Illinois
$195K – – –
DAC
786
Dividend Assets Capital
South Carolina
$188K – – –
FHA
787
First Horizon Advisors
Tennessee
$186K -$48.4K -405 -20%
BWA
788
BDO Wealth Advisors
Florida
$184K – – –
TC
789
Trust Company
Kansas
$174K +$1.43K +12 +0.8%
KTC
790
Kistler-Tiffany Companies
Pennsylvania
$173K -$19K -159 -9%
RI
791
Ridgewood Investments
New Jersey
$172K +$184K +1,539 New
NFSG
792
Newbridge Financial Services Group
Florida
$169K +$55.9K +468 +45%
NP
793
Ninepoint Partners
Ontario, Canada
$154K -$18.3K -153 -10%
CTC
794
Central Trust Company
Missouri
$152K +$20.9K +175 +15%
LCM
795
Logan Capital Management
Pennsylvania
$142K – – –
SAS
796
Stelac Advisory Services
New York
$135K – – –
LC
797
Lindbrook Capital
California
$129K +$10.5K +88 +8%
CFB
798
Cullen/Frost Bankers
Texas
$128K +$32K +268 +31%
TIM
799
Thompson Investment Management
Wisconsin
$127K +$135K +1,131 New
RFA
800
Register Financial Advisors
Georgia
$126K +$36.4K +305 +37%
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