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Simon Property Group

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Barrett Asset Management
New York
$244K
WTC
552
WhitTier Trust Company
Nevada
$243K -$19.4K -100 -7%
RP
553
Reinhart Partners
Wisconsin
$241K +$239K +1,234 New
SWP
554
Stratos Wealth Partners
Ohio
$239K +$238K +1,229 New
BPBT
555
Boston Private Bank & Trust
Massachusetts
$237K
RFC
556
Regions Financial Corp
Alabama
$236K +$18.4K +95 +9%
PVH
557
Psagot Value Holdings
Israel
$235K
IPC
558
Independent Portfolio Consultants
Florida
$232K +$27.9K +144 +14%
DG
559
Davidson & Garrard
Virginia
$228K
LFG
560
LifePlan Financial Group
Ohio
$228K
KIA
561
KCM Investment Advisors
California
$226K
WSFS
562
Wilmington Savings Fund Society
Delaware
$226K
CCB
563
Cutter & Co Brokerage
Missouri
$226K +$224K +1,157 New
PA
564
Pinnacle Associates
New York
$225K
MC
565
Moors & Cabot
Massachusetts
$221K -$4.84K -25 -2%
JMPWA
566
JP Morgan Private Wealth Advisors
California
$220K +$218K +1,126 New
P
567
Pitcairn
Pennsylvania
$218K
JEW
568
Jamison Eaton & Wood
New Jersey
$213K +$211K +1,091 New
EWM
569
Evermay Wealth Management
Virginia
$211K
WHI
570
William Harris Investors
Illinois
$207K +$205K +1,056 New
CAG
571
Crestwood Advisors Group
Massachusetts
$206K +$204K +1,051 New
RP
572
Rowlandmiller & Partners
Georgia
$205K
BG
573
Bahl & Gaynor
Ohio
$200K +$199K +1,026 New
DCM
574
Decade Capital Management
New York
$199K +$197K +1,019 New
CAL
575
Capital Analysts LLC
Pennsylvania
$179K +$38K +196 +27%