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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evercore Wealth Management
New York
$86K – – –
FMP
602
Financial Management Professionals
Texas
$86K – – –
HI
603
Hudock Inc
Pennsylvania
$86K – – –
ST
604
Smithfield Trust
Pennsylvania
$86K – – –
SNT
605
Security National Trust
West Virginia
$83K – – –
HCM
606
Highlander Capital Management
New Jersey
$82K – – –
OSNBOA
607
Old Second National Bank of Aurora
Illinois
$77K -$5.76K -30 -7%
TF
608
Tompkins Financial
New York
$76K – – –
MWP
609
MYCIO Wealth Partners
Pennsylvania
$76K +$70.5K +367 New
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K – – –
JIC
611
Joel Isaacson & Co
New York
$70K – – –
BC
612
Bartlett & Co
Ohio
$64K – – –
CAW
613
Cornerstone Advisors (Washington)
Washington
$63K +$10.4K +54 +22%
ZB
614
Zions Bancorporation
Utah
$60K -$1.54K -8 -3%
FCCM
615
First City Capital Management
Georgia
$57.1K – – –
SGAM
616
Smith Group Asset Management
Texas
$55K -$9.6K -50 -16%
SWA
617
Sutton Wealth Advisors
Florida
$54.8K +$50.7K +264 New
TJHA
618
Thomas J. Herzfeld Advisors
Florida
$53K +$48.6K +253 New
NCMG
619
NCM Capital Management Group
North Carolina
$52K – – –
QCG
620
Quadrant Capital Group
Ohio
$51K +$23K +120 +75%
DLHL
621
Donald L. Hagan LLC
Florida
$51K +$47.4K +247 New
IWMPD
622
Integrated Wealth Management (Palm Desert)
California
$50K -$24K -125 -34%
NYLT
623
New York Life Trust
New York
$47K +$19.4K +101 +81%
CFA
624
Carroll Financial Associates
North Carolina
$43K – – –
NHFG
625
New Harbor Financial Group
Massachusetts
$42K – – –
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25
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