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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
626
Harel Insurance Investments & Financial Services
Israel
$85K +$79.6K +390 New
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$81K – – –
TF
628
Tompkins Financial
New York
$79K – – –
BC
629
Bartlett & Co
Ohio
$77K +$10.2K +50 +16%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K – – –
JIC
631
Joel Isaacson & Co
New York
$73K – – –
NYLT
632
New York Life Trust
New York
$67K +$17.6K +86 +38%
CAW
633
Cornerstone Advisors (Washington)
Washington
$65K – – –
MRCM
634
M&R Capital Management
New Jersey
$65K +$61.2K +300 New
VIA
635
Vantage Investment Advisors
Pennsylvania
$59K +$20.4K +100 +58%
SWA
636
Sutton Wealth Advisors
Florida
$57.3K – – –
QCG
637
Quadrant Capital Group
Ohio
$57K +$3.88K +19 +7%
TJHA
638
Thomas J. Herzfeld Advisors
Florida
$55K – – –
IWMPD
639
Integrated Wealth Management (Palm Desert)
California
$52K – – –
NCMG
640
NCM Capital Management Group
North Carolina
$49K -$5.1K -25 -10%
CFA
641
Carroll Financial Associates
North Carolina
$45K – – –
TDC
642
Thompson Davis & Co
Virginia
$45K +$1.84K +9 +5%
NHFG
643
New Harbor Financial Group
Massachusetts
$44K – – –
WA
644
Winfield Associates
Ohio
$44K +$3.06K +15 +8%
PIM
645
Parasol Investment Management
Illinois
$43K – – –
CG
646
Cutler Group
California
$43K +$40.8K +200 New
ZB
647
Zions Bancorporation
Utah
$40K -$23.3K -114 -38%
BAM
648
Brave Asset Management
New Jersey
$37K – – –
CAL
649
Capital Advisors Ltd
Ohio
$37K +$34.9K +171 New
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
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