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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
551
SPC Financial Inc
Maryland
$244K
Luther King Capital Management (LKCM)
552
Luther King Capital Management (LKCM)
Texas
$242K
FMBTD
553
First Midwest Bank Trust Division
Illinois
$239K +$8.87K +50 +4%
IIA
554
IPG Investment Advisors
California
$238K -$532 -3 -0.2%
BFA
555
Bragg Financial Advisors
North Carolina
$237K -$24.8K -140 -10%
AWM
556
Avior Wealth Management
Nebraska
$237K +$1.24K +7 +0.5%
QSS
557
Quantitative Systematic Strategies
Florida
$236K +$227K +1,281 New
DHFB
558
Dixon Hubard Feinour & Brown
Virginia
$236K +$230K +1,298 New
TU
559
TDAM USA
Ontario, Canada
$235K +$11.7K +66 +5%
LIC
560
Lodestar Investment Counsel
Illinois
$228K
BAM
561
Barrett Asset Management
New York
$227K
BPBT
562
Boston Private Bank & Trust
Massachusetts
$220K +$14.7K +83 +7%
PVH
563
Psagot Value Holdings
Israel
$219K -$35.5K -200 -14%
DG
564
Davidson & Garrard
Virginia
$212K +$207K +1,166 New
LFG
565
LifePlan Financial Group
Ohio
$212K +$207K +1,166 New
WSFS
566
Wilmington Savings Fund Society
Delaware
$210K +$205K +1,153 New
KIA
567
KCM Investment Advisors
California
$210K +$205K +1,155 New
PA
568
Pinnacle Associates
New York
$209K +$204K +1,149 New
MC
569
Moors & Cabot
Massachusetts
$208K +$203K +1,145 New
P
570
Pitcairn
Pennsylvania
$203K +$198K +1,116 New
RFC
571
Regions Financial Corp
Alabama
$202K +$197K +1,108 New
CCS
572
Crosspoint Capital Strategies
California
$201K +$142K +800 +267%
EWM
573
Evercore Wealth Management
New York
$197K -$159K -896 -45%
IPC
574
Independent Portfolio Consultants
Florida
$190K -$389K -2,192 -68%
RP
575
Rowlandmiller & Partners
Georgia
$190K +$185K +1,045 New