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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
551
Cornerstone Advisors (Washington)
Washington
$41K +$1.35K +8 +3%
JIC
552
Joel Isaacson & Co
New York
$39K – – –
DOA
553
D'Orazio & Associates
Virginia
$34K – – –
FANJ
554
Financial Architects (New Jersey)
New Jersey
$34K +$337 +2 +1%
OMCS
555
Old Mutual Customised Solutions
South Africa
$33K -$185K -1,100 -85%
PIM
556
Parasol Investment Management
Illinois
$33K – – –
TDC
557
Thompson Davis & Co
Virginia
$32K +$32.3K +192 New
OCM
558
One Capital Management
California
$29K +$29.5K +175 New
BAM
559
Brave Asset Management
New Jersey
$28K – – –
FWM
560
Focused Wealth Management
New York
$26K – – –
AP
561
Atwood & Palmer
Missouri
$25K – – –
PFO
562
Pathstone Family Office
New Jersey
$25K +$25.8K +153 New
JFA
563
JNBA Financial Advisors
Minnesota
$22K +$673 +4 +3%
MFBTD
564
MB Financial Bank - Trust Department
Illinois
$21K -$2.02K -12 -8%
SSB
565
Sandy Spring Bank
Maryland
$21K – – –
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$1.85K +11 +10%
HI
567
Hudock Inc
Pennsylvania
$19K – – –
CFA
568
Carroll Financial Associates
North Carolina
$18K – – –
BFEC
569
Benjamin F. Edwards & Company
Missouri
$17K – – –
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$17K – – –
MMG
571
Monetary Management Group
Missouri
$17K – – –
TFO
572
Tarbox Family Office
California
$17K +$1.35K +8 +8%
HRIA
573
Haberer Registered Investment Advisor
Ohio
$16K – – –
VIA
574
Vantage Investment Advisors
Pennsylvania
$16K – – –
WA
575
WealthTrust-Arizona
Arizona
$16K – – –
21 22
23
24 25