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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
551
Lodestar Investment Counsel
Illinois
$245K – – –
BAM
552
Barrett Asset Management
New York
$244K – – –
WTC
553
WhitTier Trust Company
Nevada
$243K -$19.4K -100 -7%
RP
554
Reinhart Partners
Wisconsin
$241K +$239K +1,234 New
SWP
555
Stratos Wealth Partners
Ohio
$239K +$238K +1,229 New
BPBT
556
Boston Private Bank & Trust
Massachusetts
$237K – – –
RFC
557
Regions Financial Corp
Alabama
$236K +$18.4K +95 +9%
PVH
558
Psagot Value Holdings
Israel
$235K – – –
IPC
559
Independent Portfolio Consultants
Florida
$232K +$27.9K +144 +14%
DG
560
Davidson & Garrard
Virginia
$228K – – –
LFG
561
LifePlan Financial Group
Ohio
$228K – – –
KIA
562
KCM Investment Advisors
California
$226K – – –
WSFS
563
Wilmington Savings Fund Society
Delaware
$226K – – –
CCB
564
Cutter & Co Brokerage
Missouri
$226K +$224K +1,157 New
PA
565
Pinnacle Associates
New York
$225K – – –
MC
566
Moors & Cabot
Massachusetts
$221K -$4.84K -25 -2%
JMPWA
567
JP Morgan Private Wealth Advisors
California
$220K +$218K +1,126 New
P
568
Pitcairn
Pennsylvania
$218K – – –
JEW
569
Jamison Eaton & Wood
New Jersey
$213K +$211K +1,091 New
EWM
570
Evermay Wealth Management
Virginia
$211K – – –
WHI
571
William Harris Investors
Illinois
$207K +$205K +1,056 New
CAG
572
Crestwood Advisors Group
Massachusetts
$206K +$204K +1,051 New
RP
573
Rowlandmiller & Partners
Georgia
$205K – – –
BG
574
Bahl & Gaynor
Ohio
$200K +$199K +1,026 New
DCM
575
Decade Capital Management
New York
$199K +$197K +1,019 New
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