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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
801
Global Retirement Partners
California
$389K +$8.63K +50 +2%
ORC
802
O'Rourke & Company
Massachusetts
$388K +$1.38K +8 +0.4%
ACA
803
Aptus Capital Advisors
Alabama
$388K +$43.7K +253 +14%
AWAU
804
Alliance Wealth Advisors (Utah)
Utah
$387K +$1.21K +7 +0.3%
GIA
805
Gateway Investment Advisers
Ohio
$386K +$7.6K +44 +2%
RT
806
Rockland Trust
Massachusetts
$385K – – –
BFG
807
Birch Financial Group
New Hampshire
$383K +$352K +2,041 New
LI
808
Lafayette Investments
Maryland
$380K – – –
BAM
809
Blueshift Asset Management
New Jersey
$378K -$141K -815 -29%
JTF
810
J. Team Financial
Texas
$376K +$346K +2,002 New
FPAS
811
Focus Partners Advisor Solutions
Missouri
$376K +$27.3K +158 +9%
CAS
812
CTC Alternative Strategies
Illinois
$375K +$345K +2,000 New
VIM
813
VELA Investment Management
Ohio
$373K -$108K -626 -24%
4A
814
4Wealth Advisors
Illinois
$373K +$24.2K +140 +8%
TWM
815
Tradition Wealth Management
Minnesota
$370K +$111K +644 +49%
BAAM
816
Baker Avenue Asset Management
California
$369K +$54.9K +318 +19%
CCA
817
Childress Capital Advisors
Texas
$363K +$56.3K +326 +20%
CIA
818
Caerus Investment Advisors
Texas
$363K +$334K +1,932 New
OL
819
Optas LLC
Texas
$363K +$2.59K +15 +0.8%
SB
820
Strategic Blueprint
Georgia
$360K +$331K +1,919 New
FB
821
Fulton Bank
Pennsylvania
$359K -$20.7K -120 -6%
CTC
822
Cetera Trust Company
Minnesota
$359K – – –
FB
823
First Bancorp
Maine
$352K +$60.4K +350 +23%
NAM
824
NorthCrest Asset Manangement
Minnesota
$348K +$335K +1,943 New
IB
825
Intrust Bank
Kansas
$348K -$10.4K -60 -3%
31 32
33
34 35