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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Whittier Trust
California
$80K – – –
WTB
627
Washington Trust Bank
Washington
$78K -$2.79K -15 -3%
MBT
628
Montecito Bank & Trust
California
$78K +$81.3K +438 New
HCM
629
Herndon Capital Management
Georgia
$74K -$5.38K -29 -7%
ST
630
Smithfield Trust
Pennsylvania
$74K – – –
PA
631
Parallel Advisors
California
$74K +$77.6K +418 New
FMP
632
Financial Management Professionals
Texas
$73K – – –
SBL
633
Sargent Bickham Lagudis
Colorado
$72K -$132K -712 -64%
WB
634
Webster Bank
Connecticut
$68K +$71.3K +384 New
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$66K – – –
TF
636
Tompkins Financial
New York
$65K – – –
NSB
637
Norway Savings Bank
Maine
$64K +$67.8K +365 New
SNT
638
Security National Trust
West Virginia
$60K -$11K -59 -15%
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K – – –
EWM
640
Evercore Wealth Management
New York
$57K -$21.2K -114 -26%
AIM
641
Advantage Investment Management
Iowa
$57K +$31.8K +171 +114%
BC
642
Bartlett & Co
Ohio
$55K – – –
MIC
643
MU Investments Company
Japan
$53K -$9.28K -50 -14%
MRCM
644
M&R Capital Management
New Jersey
$53K – – –
ZB
645
Zions Bancorporation
Utah
$50K -$21.4K -115 -29%
SWA
646
Sutton Wealth Advisors
Florida
$46.9K -$557 -3 -1%
TJHA
647
Thomas J. Herzfeld Advisors
Florida
$45K – – –
HCM
648
Highlander Capital Management
New Jersey
$41K -$30.6K -165 -42%
CFA
649
Camarda Financial Advisors
Florida
$41K – – –
GAM
650
Gemmer Asset Management
California
$40K +$20.2K +109 +96%
24 25
26
27 28