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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
776
Rehmann Capital Advisory Group
Michigan
$260K -$4.99K -35 -2%
DWT
777
Dorsey & Whitney Trust
South Dakota
$260K -$13.1K -92 -4%
RPWA
778
Regent Peak Wealth Advisors
Georgia
$258K +$1.85K +13 +0.7%
VC
779
Vicus Capital
Pennsylvania
$258K +$16.7K +117 +6%
WTB
780
Washington Trust Bank
Washington
$258K +$31.6K +222 +13%
PG
781
Patten Group
Tennessee
$255K – – –
B
782
Bellecapital
Switzerland
$250K – – –
NB
783
NBT Bank
New York
$250K – – –
SIC
784
Sterling Investment Counsel
New York
$250K +$271K +1,901 New
KTC
785
Kistler-Tiffany Companies
Pennsylvania
$249K +$5.7K +40 +2%
CS
786
Comerica Securities
Michigan
$248K +$55.7K +391 +26%
ASBI
787
American State Bank (Iowa)
Iowa
$248K – – –
ANRIA
788
American National Registered Investment Advisor
Texas
$247K – – –
VFIC
789
Valley Forge Investment Consultants
Pennsylvania
$247K – – –
RIA
790
Regal Investment Advisors
Michigan
$246K -$2.71K -19 -1%
WA
791
Waddell & Associates
Tennessee
$246K – – –
CIA
792
Cladis Investment Advisory
Montana
$246K -$14.2K -100 -5%
CIC
793
Carnegie Investment Counsel
Ohio
$245K – – –
AWM
794
Apollon Wealth Management
South Carolina
$245K +$70.2K +493 +36%
BP
795
Ballentine Partners
Massachusetts
$243K +$11.5K +81 +5%
AF
796
Advisornet Financial
Minnesota
$242K +$177K +1,241 +207%
MWM
797
Modera Wealth Management
New Jersey
$240K +$1.71K +12 +0.7%
WG
798
Welch Group
Alabama
$238K +$258K +1,809 New
CCA
799
Clearwater Capital Advisors
Illinois
$237K – – –
ER
800
Enlightenment Research
Florida
$237K +$256K +1,800 New
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