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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
651
Cohen Klingenstein
New York
$471K – – –
IIM
652
InTrack Investment Management
Vermont
$469K – – –
WT
653
Washington Trust
Rhode Island
$467K – – –
OAM
654
Ostrum Asset Management
France
$466K -$35.2K -239 -7%
UAG
655
United Advisor Group
Ohio
$466K +$142K +967 +46%
TC
656
Trust Company
Kansas
$465K +$90K +611 +25%
PS
657
Principal Securities
Iowa
$463K +$54.1K +367 +14%
GL
658
Graypoint LLC
New York
$458K +$29.8K +202 +7%
WIA
659
World Investment Advisors
California
$457K +$444K +3,013 New
LAIC
660
Lederer & Associates Investment Counsel
California
$456K – – –
SCM
661
Stevens Capital Management
Pennsylvania
$456K +$39.2K +266 +10%
MIM
662
Merrion Investment Management
New Jersey
$455K – – –
WCA
663
Westover Capital Advisors
Delaware
$455K – – –
RBC
664
Roble Belko & Company
Pennsylvania
$455K – – –
JIC
665
Johnson Investment Counsel
Ohio
$454K +$2.95K +20 +0.7%
PA
666
Pinnacle Associates
New York
$453K +$92.2K +626 +27%
OIA
667
Optimum Investment Advisors
Illinois
$452K -$73.7K -500 -14%
LCM
668
Lazari Capital Management
California
$452K -$26.1K -177 -6%
IA
669
IFP Advisors
Florida
$451K +$39.8K +270 +10%
PCP
670
Proficio Capital Partners
Massachusetts
$451K -$25.8K -175 -6%
EC
671
Elequin Capital
New York
$450K +$437K +2,967 New
FNBSF
672
First National Bank Sioux Falls
South Dakota
$450K – – –
JSC
673
Jackson Square Capital
California
$448K -$47.4K -322 -10%
MA
674
Mutual Advisors
Nebraska
$446K -$589 -4 -0.1%
PCIA
675
Prime Capital Investment Advisors
Kansas
$445K -$18.7K -127 -4%
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