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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1026
Welch Group
Alabama
– -$238K -1,809 Closed
CCA
1027
Clearwater Capital Advisors
Illinois
– -$237K -1,800 Closed
ER
1028
Enlightenment Research
Florida
– -$237K -1,800 Closed
CWM
1029
Cabot Wealth Management
Massachusetts
– -$236K -1,795 Closed
PMA
1030
Prudent Man Advisors
Illinois
– -$236K -1,794 Closed
AWM
1031
Affinity Wealth Management
Delaware
– -$227K -1,762 Closed
TIM
1032
Thompson Investment Management
Wisconsin
– -$232K -1,761 Closed
MWM
1033
Mission Wealth Management
California
– -$231K -1,759 Closed
CT
1034
Coastline Trust
Rhode Island
– -$230K -1,750 Closed
IAIM
1035
International Assets Investment Management
Florida
– -$230K -1,747 Closed
LB
1036
Leo Brokerage
Texas
– -$227K -1,722 Closed
EWM
1037
Empirical Wealth Management
Washington
– -$222K -1,683 Closed
MWPCG
1038
Measured Wealth Private Client Group
New Hampshire
– -$220K -1,675 Closed
FPCP
1039
Fort Point Capital Partners
California
– -$220K -1,672 Closed
PCA
1040
Personal Capital Advisors
California
– -$219K -1,663 Closed
WPW
1041
Warther Private Wealth
Ohio
– -$221K -1,659 Closed
AC
1042
Avestar Capital
New York
– -$218K -1,658 Closed
BSW
1043
Buckingham Strategic Wealth
Missouri
– -$218K -1,653 Closed
CWM
1044
ClientFirst Wealth Management
Arkansas
– -$209K -1,593 Closed
KFS
1045
Kaizen Financial Strategies
California
– -$209K -1,589 Closed
FFG
1046
Ford Financial Group
California
– -$206K -1,573 Closed
IAP
1047
Indie Asset Partners
Indiana
– -$207K -1,573 Closed
BFM
1048
Boston Financial Management
Massachusetts
– -$202K -1,535 Closed
LFAS
1049
Level Four Advisory Services
Texas
– -$201K -1,531 Closed
MLA
1050
My Legacy Advisors
Oregon
– -$201K -1,529 Closed
40 41
42
43 44