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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
BDO Wealth Advisors
Florida
$17K +$1.95K +11 +13%
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
CCM
703
Cribstone Capital Management
Maine
$15K – – –
DOA
704
D'Orazio & Associates
Virginia
$14K +$177 +1 +1%
IFAM
705
Institutional & Family Asset Management
Colorado
$13K – – –
SIM
706
Sonora Investment Management
Arizona
$13K – – –
HWA
707
Heritage Wealth Advisors
Virginia
$13K +$13.3K +75 New
FAM
708
Fred Alger Management
New York
$13K +$13.4K +76 New
WIM
709
Westside Investment Management
California
$11.7K – – –
CB
710
CNB Bank
Pennsylvania
$10K – – –
MCM
711
Manchester Capital Management
Vermont
$10K – – –
SIS
712
Sound Income Strategies
Florida
$10K – – –
LNB
713
Ledyard National Bank
$9K -$4.42K -25 -33%
AF
714
Advisornet Financial
Minnesota
$9K +$8.84K +50 New
DBT
715
Dubuque Bank & Trust
Iowa
$8K -$1.06K -6 -12%
GAM
716
Gemmer Asset Management
California
$8K – – –
WWM
717
Willingdon Wealth Management
North Carolina
$8K – – –
BWM
718
Baystate Wealth Management
Massachusetts
$7K – – –
KJWM
719
Kiley Juergens Wealth Management
Washington
$7K – – –
FM
720
Forward Management
California
$6K -$1.43M -8,100 -100%
TJHA
721
Thomas J. Herzfeld Advisors
Florida
$6K – – –
LWM
722
Lenox Wealth Management
Ohio
$6K +$32.2K +182 New
OFW
723
Omnia Family Wealth
Florida
$5K – – –
OSAM
724
O'Shaughnessy Asset Management
Connecticut
$5K +$3.01K +17 +155%
RWM
725
Raffa Wealth Management
District of Columbia
$4.95K – – –
27 28
29
30 31