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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1076
S Harris Financial Group
Texas
$213K +$196K +954 New
NWM
1077
Northwest Wealth Management
Iowa
$212K +$195K +946 New
SLP
1078
Storen Legacy Partners
Indiana
$211K +$194K +942 New
SPC
1079
Spirepoint Private Client
Florida
$209K +$192K +933 New
SWMG
1080
Sanchez Wealth Management Group
Florida
$209K +$192K +933 New
FBFS
1081
First Business Financial Services
Wisconsin
$208K +$192K +931 New
CIA
1082
Choate Investment Advisors
Massachusetts
$208K +$191K +928 New
3IP
1083
3Chopt Investment Partners
Virginia
$207K +$191K +927 New
SF
1084
Symphony Financial
Texas
$207K +$190K +925 New
M
1085
MOTCO
Texas
$207K +$22K +107 +13%
AGWCA
1086
Annis Gardner Whiting Capital Advisors
Florida
$206K +$23.7K +115 +14%
LFAS
1087
Level Four Advisory Services
Texas
$206K +$190K +922 New
CFG
1088
Citizens Financial Group
Rhode Island
$206K +$190K +921 New
AFT
1089
Alpha Family Trust
California
$206K +$189K +920 New
FG
1090
Foster Group
Iowa
$206K +$189K +919 New
WA
1091
Win Advisors
Florida
$205K +$189K +918 New
FCIM
1092
Fairview Capital Investment Management
California
$205K +$188K +915 New
EFSCE
1093
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$186K +905 New
TIM
1094
Thompson Investment Management
Wisconsin
$202K +$2.67K +13 +1%
ACP
1095
Aviance Capital Partners
Florida
$201K +$185K +900 New
CA
1096
Callahan Advisors
Texas
$201K +$185K +900 New
OL
1097
OneFund LLC
Florida
$198K -$2.67K -13 -1%
HI
1098
Hoey Investments
Pennsylvania
$196K +$20.6K +100 +13%
MC
1099
Muzinich & Co
New York
$189K – – –
SAS
1100
Stelac Advisory Services
New York
$186K – – –
42 43
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