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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
876
Bell Investment Advisors
California
$10K +$12.5K +109 New
WIM
877
Westside Investment Management
California
$9.97K – – –
BFPW
878
BOK Financial Private Wealth
Colorado
$9K -$191K -1,670 -95%
WB
879
Webster Bank
Connecticut
$9K -$2.29K -20 -17%
TFA
880
Toth Financial Advisory
Virginia
$9K – – –
SSB
881
Sandy Spring Bank
Maryland
$9K +$115 +1 +1%
CAC
882
Core Alternative Capital
Georgia
$9K +$2.41K +21 +29%
CFFP
883
Center for Financial Planning
Michigan
$7K – – –
CFN
884
Cordasco Financial Network
Florida
$7K – – –
GIA
885
GHP Investment Advisors
Colorado
$7K +$7.91K +69 New
WOSD
886
WFA of San Diego
California
$7K +$8.48K +74 New
M1FG
887
Mach-1 Financial Group
Arkansas
$7K +$8.6K +75 New
AA
888
Ancora Advisors
Ohio
$7K +$8.71K +76 New
FWM
889
Focused Wealth Management
New York
$6K -$229K -1,999 -97%
JWM
890
Janiczek Wealth Management
Colorado
$6K -$1.03K -9 -14%
LF
891
Lee Financial
Texas
$5K -$6.76K -59 -52%
GKIM
892
GW&K Investment Management
Massachusetts
$5K -$917 -8 -13%
AF
893
Arrow Financial
New York
$5K – – –
CAL
894
Capital Advisors Ltd
Ohio
$5K – – –
IFAM
895
Institutional & Family Asset Management
Colorado
$5K – – –
NIC
896
Northwest Investment Counselors
Oregon
$5K – – –
OC
897
Oakworth Capital
Alabama
$5K – – –
TCWM
898
Total Clarity Wealth Management
Illinois
$5K +$5.84K +51 New
WWMSC
899
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.84K +51 New
BPC
900
Banque Pictet & Cie
Switzerland
$4.61K +$2.83M +24,710 +104%
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36
37 38