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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
526
GSB Wealth Management
Connecticut
$243K – – –
WOC
527
West Oak Capital
California
$242K +$14.7K +90 +6%
LFAS
528
Level Four Advisory Services
Texas
$241K -$14.5K -89 -6%
WT
529
Washington Trust
Rhode Island
$235K -$14.8K -91 -6%
DP
530
Dearborn Partners
Illinois
$234K – – –
FG
531
Fiduciary Group
Georgia
$233K – – –
BFA
532
Bragg Financial Advisors
North Carolina
$229K – – –
SFI
533
SPC Financial Inc
Maryland
$226K – – –
FFC
534
First Financial Corp
Indiana
$225K -$13.5K -83 -6%
DTL
535
Dynamic Technology Lab
Singapore
$219K +$220K +1,352 New
ONB
536
Old National Bancorp
Indiana
$218K -$80.3K -493 -27%
IIM
537
Ipswich Investment Management
Massachusetts
$218K – – –
LFG
538
LifePlan Financial Group
Ohio
$217K – – –
BFPW
539
BOK Financial Private Wealth
Colorado
$215K +$217K +1,331 New
SYBT
540
Stock Yards Bank & Trust
Kentucky
$212K -$6.51K -40 -3%
P
541
Pitcairn
Pennsylvania
$211K +$14.8K +91 +8%
IH
542
IFC Holdings
Florida
$211K +$213K +1,311 New
LBC
543
Lowe Brockenbrough & Co
Virginia
$210K – – –
MSR
544
Main Street Research
Connecticut
$208K -$45.7K -281 -18%
SW
545
SVB Wealth
Massachusetts
$204K +$10.3K +63 +5%
BAM
546
Barrett Asset Management
New York
$201K – – –
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$201K – – –
CAN
548
Cetera Advisor Networks
California
$200K -$59.3K -364 -23%
WTC
549
WhitTier Trust Company
Nevada
$169K -$12.9K -79 -7%
RP
550
Rowlandmiller & Partners
Georgia
$169K – – –
20 21
22
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