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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
626
Krilogy Financial
Missouri
$16K – – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$15K +$1.3K +8 +9%
ASN
628
Advisory Services Network
Georgia
$15K +$15.5K +95 New
GAM
629
Gemmer Asset Management
California
$14K -$10.4K -64 -43%
CCM
630
Cribstone Capital Management
Maine
$14K – – –
AIM
631
Anchor Investment Management
South Carolina
$12.1K – – –
FIB
632
First Interstate Bank
Montana
$12K – – –
LNB
633
Ledyard National Bank
$12K – – –
GRP
634
Global Retirement Partners
California
$12K +$4.56K +28 +57%
SIM
635
Sonora Investment Management
Arizona
$11.6K +$11.7K +72 New
ACM
636
Armbruster Capital Management
New York
$10K -$3.26K -20 -25%
OFW
637
Omnia Family Wealth
Florida
$10K +$9.93K +61 New
TFA
638
Transamerica Financial Advisors
Florida
$9K -$2.33M -14,322 -100%
AC
639
Alexandria Capital
Virginia
$9K – – –
CBT
640
Capital Bank & Trust
California
$9K +$8.63K +53 New
WIM
641
Westside Investment Management
California
$8.39K – – –
TJHA
642
Thomas J. Herzfeld Advisors
Florida
$8K -$32.7K -201 -79%
TWA
643
TCI Wealth Advisors
Arizona
$8K – – –
VNA
644
Valley National Advisers
Pennsylvania
$8K – – –
EA
645
Edge Advisors
Georgia
$7K -$263K -1,617 -97%
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$10.9K -67 -61%
TDC
647
Thompson Davis & Co
Virginia
$7K -$2.77K -17 -29%
BBHC
648
Brown Brothers Harriman & Co
New York
$6K – – –
BWM
649
Baystate Wealth Management
Massachusetts
$6K +$163 +1 +3%
RFM
650
Royal Fund Management
Florida
$4K +$2.6K +16 +114%
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