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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EverSource Wealth Advisors
Alabama
$418K +$101K +637 +33%
PCS
777
Personal CFO Solutions
New Jersey
$417K +$7.9K +50 +2%
AWM
778
AE Wealth Management
Kansas
$414K +$186K +1,180 +85%
OWA
779
Octavia Wealth Advisors
Ohio
$414K +$3.16K +20 +0.8%
LS
780
Livforsakringsbolaget Skandia
Sweden
$410K – – –
RA
781
Rational Advisors
New York
$410K +$34.9K +221 +9%
API
782
Asset Planning Inc
California
$408K – – –
MLL
783
Moody Lynn & Lieberson
Massachusetts
$406K +$4.11K +26 +1%
LAIC
784
Lederer & Associates Investment Counsel
California
$406K -$50.7K -321 -11%
WFC
785
Western Financial Corp
California
$406K -$1.43M -9,079 -78%
PA
786
PharVision Advisers
Florida
$403K +$145K +919 +58%
RPC
787
Rossmore Private Capital
Connecticut
$402K -$94.8K -600 -19%
FSA
788
Financial Sense Advisors
California
$402K – – –
PI
789
PFG Investments
New York
$401K -$77.1K -488 -16%
FC
790
FORA Capital
Florida
$399K +$392K +2,483 New
MWM
791
Modera Wealth Management
New Jersey
$398K +$26.5K +168 +7%
SAM
792
Sompo Asset Management
Japan
$397K – – –
AG
793
Ascent Group
Virginia
$397K -$135K -855 -26%
DWP
794
Daymark Wealth Partners
Ohio
$395K +$389K +2,459 New
NP
795
Nilsine Partners
Colorado
$392K -$20.4K -129 -5%
TC
796
TwinBeech Capital
New York
$392K +$385K +2,438 New
SAM
797
Smartleaf Asset Management
Massachusetts
$389K -$101K -638 -21%
OC
798
Opinicus Capital
Florida
$389K +$4.11K +26 +1%
SBFM
799
S-Bank Fund Management
Finland
$386K -$127K -802 -25%
BI
800
Bramshill Investments
Florida
$386K -$796K -5,039 -68%
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