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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
651
Thomas J. Herzfeld Advisors
Florida
$11K +$10.6K +60 New
WA
652
Winfield Associates
Ohio
$11K +$11K +62 New
AC
653
Alexandria Capital
Virginia
$10K – – –
FNBSF
654
First National Bank Sioux Falls
South Dakota
$10K – – –
FPFS
655
First Personal Financial Services
North Carolina
$10K +$9.76K +55 New
TWA
656
TCI Wealth Advisors
Arizona
$9K – – –
MA
657
MCF Advisors
Kentucky
$9K +$177 +1 +2%
KT
658
Kanaly Trust
Texas
$8K +$355 +2 +5%
AW
659
Alpha Windward
Massachusetts
$7K – – –
LNB
660
Ledyard National Bank
$7K – – –
CPIG
661
Chicago Partners Investment Group
Illinois
$6K +$5.85K +33 New
SIA
662
Stancorp Investment Advisers
Oregon
$6K +$6.21K +35 New
CG
663
Colony Group
Massachusetts
$5K -$5.85K -33 -53%
RWM
664
Raffa Wealth Management
District of Columbia
$4.92K +$3.55K +20 +286%
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$4K +$2.66K +15 +250%
FTC
666
Farmers Trust Company
Ohio
$3.92K -$4.79M -26,975 -100%
BRWA
667
B. Riley Wealth Advisors
Florida
$3.01K +$468K +2,638 New
RIM
668
Ranger International Management
Illinois
$3K – – –
ECM
669
Exchange Capital Management
Michigan
$3K +$2.66K +15 New
RMAM
670
Raab & Moskowitz Asset Management
New Jersey
$3K +$2.66K +15 New
RC
671
RegentAtlantic Capital
New Jersey
$2.38K +$2.48K +14 New
HR
672
Howe & Rusling
New York
$2K – – –
CCA
673
Catalyst Capital Advisors
New York
$1K – – –
JWA
674
JFS Wealth Advisors
Pennsylvania
$1K – – –
GCA
675
GSI Capital Advisors
California
– -$13.4M -81,600 Closed
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