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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
851
Catalyst Financial Partners
Massachusetts
$404K +$21.2K +103 +6%
IB
852
Intrust Bank
Kansas
$404K -$9.67K -47 -3%
IA
853
IFG Advisory
Georgia
$403K +$370K +1,800 New
VIP
854
Viewpoint Investment Partners
Alberta, Canada
$403K +$370K +1,800 New
PP
855
PDS Planning
Ohio
$401K +$2.06K +10 +0.6%
FSA
856
Fort Sheridan Advisors
Illinois
$400K – – –
PCMM
857
Piedmont Capital Management (Montana)
Montana
$400K +$617 +3 +0.2%
WPP
858
Whalerock Point Partners
Rhode Island
$397K – – –
EFG
859
Embree Financial Group
Illinois
$397K +$11.1K +54 +3%
KAM
860
Knightsbridge Asset Management
California
$396K +$28.2K +137 +8%
1IA
861
1620 Investment Advisors
Massachusetts
$393K +$362K +1,758 New
CWM
862
Cabot Wealth Management
Massachusetts
$390K – – –
ASBI
863
American State Bank (Iowa)
Iowa
$388K – – –
WCM
864
Winthrop Capital Management
Indiana
$388K +$1.65K +8 +0.5%
GWP
865
Gateway Wealth Partners
Wisconsin
$388K -$32.9K -160 -8%
OC
866
Opinicus Capital
Florida
$386K -$206 -1 -0.1%
EWP
867
Elevation Wealth Partners
California
$384K +$617 +3 +0.2%
GWP
868
Gen-Wealth Partners
Michigan
$383K -$23.3K -113 -6%
AAM
869
Augustine Asset Management
Florida
$383K +$42.6K +207 +14%
BCG
870
Breakwater Capital Group
New Jersey
$381K -$412 -2 -0.1%
OGC
871
Oak Grove Capital
New Hampshire
$380K – – –
NCM
872
Novare Capital Management
North Carolina
$379K – – –
AA
873
Armis Advisers
Georgia
$378K +$88.9K +432 +35%
IC
874
IEQ Capital
California
$378K -$213K -1,036 -38%
JTF
875
J. Team Financial
Texas
$378K -$823 -4 -0.2%
33 34
35
36 37