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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
551
Pegasus Partners
Wisconsin
$214K +$227K +1,234 New
LFG
552
LifePlan Financial Group
Ohio
$213K +$12.3K +67 +6%
WTC
553
WhitTier Trust Company
Nevada
$208K -$8.27K -45 -4%
PVH
554
Psagot Value Holdings
Israel
$208K – – –
IPC
555
Independent Portfolio Consultants
Florida
$205K +$184 +1 +0.1%
CLOS
556
Compagnie Lombard Odier SCmA
Switzerland
$204K +$143K +780 +196%
RP
557
Rowlandmiller & Partners
Georgia
$181K – – –
AGM
558
Alpine Global Management
New York
$179K -$127K -693 -40%
RAM
559
Riggs Asset Management
Pennsylvania
$174K +$185K +1,006 New
VFA
560
Virtus Fund Advisers
Connecticut
$150K -$62.1M -338,135 -100%
MCM
561
MV Capital Management
Maryland
$130K – – –
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$116K – – –
FHA
563
First Horizon Advisors
Tennessee
$115K -$4.96K -27 -4%
GWM
564
Gupta Wealth Management
California
$108K +$90.2K +491 +375%
BEAM
565
Baker Ellis Asset Management
Washington
$104K – – –
DAM
566
Delta Asset Management
Tennessee
$96K -$23K -125 -18%
BWA
567
Burt Wealth Advisors
Maryland
$94K – – –
WTB
568
Washington Trust Bank
Washington
$90K – – –
HCP
569
Holt Capital Partners
Texas
$88K – – –
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$86K – – –
RFA
571
Reilly Financial Advisors
California
$84K +$368 +2 +0.4%
ATC
572
Adirondack Trust Company
New York
$83K +$8.27K +45 +10%
P
573
Palladiem
Pennsylvania
$82K +$87.5K +476 New
WT
574
Whittier Trust
California
$78K – – –
IWMPD
575
Integrated Wealth Management (Palm Desert)
California
$72K -$4.23K -23 -5%
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