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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
826
LRI Investments
Florida
$336K -$27.2K -172 -8%
CI
827
Conning Inc
Connecticut
$336K -$13K -82 -4%
IF
828
Intrua Financial
Texas
$336K +$36K +228 +12%
APWA
829
Atlas Private Wealth Advisors
New Jersey
$336K +$12.5K +79 +4%
SWA
830
Stratos Wealth Advisors
Ohio
$335K +$158 +1 +0%
ORC
831
O'Rourke & Company
Massachusetts
$331K -$56.6K -358 -15%
CAMG
832
CWA Asset Management Group
Florida
$331K +$28.1K +178 +9%
AWAU
833
Alliance Wealth Advisors (Utah)
Utah
$330K +$17.5K +111 +6%
EWA
834
EP Wealth Advisors
California
$330K +$54.5K +345 +20%
RT
835
Rockland Trust
Massachusetts
$330K – – –
FB
836
Fulton Bank
Pennsylvania
$327K +$4.11K +26 +1%
LI
837
Lafayette Investments
Maryland
$326K – – –
GRP
838
Global Retirement Partners
California
$325K +$320K +2,024 New
MF
839
Manchester Financial
California
$325K – – –
GIA
840
Gateway Investment Advisers
Ohio
$323K -$8.85K -56 -3%
CFD
841
Creative Financial Designs
Indiana
$319K -$5.37K -34 -2%
HA
842
Huntleigh Advisors
Missouri
$316K – – –
FIM
843
Freedom Investment Management
Connecticut
$315K -$34.1K -216 -10%
OL
844
Optas LLC
Texas
$308K +$16.6K +105 +6%
CTC
845
Cetera Trust Company
Minnesota
$308K +$6.32K +40 +2%
IB
846
Intrust Bank
Kansas
$307K -$3.95K -25 -1%
GFP
847
Gryphon Financial Partners
Ohio
$307K +$35.9K +227 +13%
GLA
848
Good Life Advisors
Pennsylvania
$306K +$158 +1 +0.1%
SWP
849
Stratos Wealth Partners
Ohio
$306K +$21.2K +134 +8%
HKIMG
850
Hutchens & Kramer Investment Management Group
Indiana
$304K -$21.6K -137 -7%
32 33
34
35 36