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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1001
Cladis Investment Advisory
Montana
– -$246K -2,100 Closed
KA
1002
Kercheville Advisors
Texas
– -$276K -2,100 Closed
FAFN
1003
First Affirmative Financial Network
Colorado
– -$272K -2,071 Closed
CWM
1004
Congress Wealth Management
Massachusetts
– -$270K -2,060 Closed
MWM
1005
Minot Wealth Management
Massachusetts
– -$267K -2,028 Closed
NP
1006
Ninepoint Partners
Ontario, Canada
– -$267K -2,028 Closed
FB
1007
First Bancorp
Maine
– -$266K -2,020 Closed
CAM
1008
Covenant Asset Management
New Jersey
– -$263K -2,000 Closed
GF
1009
Gabelli Funds
New York
– -$263K -2,000 Closed
CBA
1010
Coastal Bridge Advisors
Connecticut
– -$261K -1,987 Closed
DWT
1011
Dorsey & Whitney Trust
South Dakota
– -$260K -1,978 Closed
RCAG
1012
Rehmann Capital Advisory Group
Michigan
– -$260K -1,978 Closed
AGM
1013
Alpine Global Management
New York
– -$259K -1,966 Closed
WTB
1014
Washington Trust Bank
Washington
– -$258K -1,962 Closed
RPWA
1015
Regent Peak Wealth Advisors
Georgia
– -$258K -1,959 Closed
VC
1016
Vicus Capital
Pennsylvania
– -$258K -1,958 Closed
PG
1017
Patten Group
Tennessee
– -$255K -1,940 Closed
SIC
1018
Sterling Investment Counsel
New York
– -$250K -1,901 Closed
B
1019
Bellecapital
Switzerland
– -$250K -1,900 Closed
NB
1020
NBT Bank
New York
– -$250K -1,900 Closed
VFIC
1021
Valley Forge Investment Consultants
Pennsylvania
– -$247K -1,879 Closed
AWM
1022
Apollon Wealth Management
South Carolina
– -$245K -1,865 Closed
CIC
1023
Carnegie Investment Counsel
Ohio
– -$245K -1,864 Closed
RIA
1024
Regal Investment Advisors
Michigan
– -$246K -1,864 Closed
MWM
1025
Modera Wealth Management
New Jersey
– -$240K -1,822 Closed
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