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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
626
Reilly Financial Advisors
California
$88K +$557 +3 +0.6%
DAM
627
Delta Asset Management
Tennessee
$84K – – –
WT
628
Whittier Trust
California
$80K – – –
WTB
629
Washington Trust Bank
Washington
$78K -$2.79K -15 -3%
MBT
630
Montecito Bank & Trust
California
$78K +$81.3K +438 New
HCM
631
Herndon Capital Management
Georgia
$74K -$5.38K -29 -7%
ST
632
Smithfield Trust
Pennsylvania
$74K – – –
PA
633
Parallel Advisors
California
$74K +$77.6K +418 New
FMP
634
Financial Management Professionals
Texas
$73K – – –
SBL
635
Sargent Bickham Lagudis
Colorado
$72K -$132K -712 -64%
WB
636
Webster Bank
Connecticut
$68K +$71.3K +384 New
OSNBOA
637
Old Second National Bank of Aurora
Illinois
$66K – – –
TF
638
Tompkins Financial
New York
$65K – – –
NSB
639
Norway Savings Bank
Maine
$64K +$67.8K +365 New
SNT
640
Security National Trust
West Virginia
$60K -$11K -59 -15%
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K – – –
EWM
642
Evercore Wealth Management
New York
$57K -$21.2K -114 -26%
AIM
643
Advantage Investment Management
Iowa
$57K +$31.8K +171 +114%
BC
644
Bartlett & Co
Ohio
$55K – – –
MIC
645
MU Investments Company
Japan
$53K -$9.28K -50 -14%
MRCM
646
M&R Capital Management
New Jersey
$53K – – –
ZB
647
Zions Bancorporation
Utah
$50K -$21.4K -115 -29%
SWA
648
Sutton Wealth Advisors
Florida
$46.9K -$557 -3 -1%
TJHA
649
Thomas J. Herzfeld Advisors
Florida
$45K – – –
HCM
650
Highlander Capital Management
New Jersey
$41K -$30.6K -165 -42%
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