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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIS
776
ABN AMRO Investment Solutions
$384K -$375K -2,134 -49%
HCM
777
Howard Capital Management
Georgia
$382K +$19K +108 +5%
BFS
778
Bard Financial Services
Connecticut
$381K – – –
AW
779
Alteri Wealth
California
$378K +$385K +2,196 New
RWA
780
Redhawk Wealth Advisors
Minnesota
$378K – – –
WKWM
781
Walter & Keenan Wealth Management
Indiana
$377K +$1.93K +11 +0.5%
CI
782
Conning Inc
Connecticut
$377K -$22.1K -126 -5%
GA
783
Geller Advisors
New York
$376K -$4.74K -27 -1%
CAMG
784
CWA Asset Management Group
Florida
$374K -$1.18M -6,721 -76%
BIG
785
Brooklyn Investment Group
New York
$372K +$1.4K +8 +0.4%
NCM
786
Novare Capital Management
North Carolina
$370K -$8.78K -50 -2%
RFC
787
Regions Financial Corp
Alabama
$369K +$63.2K +360 +20%
MFIM
788
Mesirow Financial Investment Management
Illinois
$366K -$3.51K -20 -0.9%
KFS
789
Kaizen Financial Strategies
California
$365K +$4.21K +24 +1%
KCM
790
Kathmere Capital Management
Pennsylvania
$363K +$8.42K +48 +2%
RCAG
791
Rehmann Capital Advisory Group
Michigan
$363K -$9.83K -56 -3%
SWA
792
Stratos Wealth Advisors
Ohio
$363K -$77.7K -443 -17%
CCG
793
Catalina Capital Group
California
$362K +$20.7K +118 +6%
FIM
794
Freedom Investment Management
Connecticut
$361K -$33.3K -190 -8%
SQA
795
Simon Quick Advisors
New Jersey
$360K +$100K +570 +38%
WAC
796
William Allan Corp
Colorado
$355K +$23.7K +135 +7%
RT
797
Rockland Trust
Massachusetts
$353K – – –
EWA
798
EverSource Wealth Advisors
Alabama
$349K +$18.8K +107 +6%
LI
799
Lafayette Investments
Maryland
$349K -$17.6K -100 -5%
MF
800
Manchester Financial
California
$348K – – –
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