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Simon Property Group
SPG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
751
Phocas Financial Corp
California
$440K -$9.96K -57 -2%
LIM
752
Longfellow Investment Management
Massachusetts
$440K +$463K +2,648 New
BLC
753
Brown, Lisle/Cummings
Rhode Island
$436K – – –
FC
754
Fulcrum Capital
Washington
$433K +$63.1K +361 +16%
SQA
755
Simon Quick Advisors
New Jersey
$431K +$88.1K +504 +24%
RSWM
756
Robertson Stephens Wealth Management
California
$429K -$37.8K -216 -8%
NP
757
Nilsine Partners
Colorado
$426K -$25.2K -144 -5%
JFG
758
JDM Financial Group
Texas
$426K +$1.4K +8 +0.3%
LS
759
Livforsakringsbolaget Skandia
Sweden
$424K -$69.9K -400 -14%
OWA
760
Octavia Wealth Advisors
Ohio
$424K +$3.5K +20 +0.8%
PCS
761
Personal CFO Solutions
New Jersey
$423K +$5.24K +30 +1%
API
762
Asset Planning Inc
California
$421K – – –
BFS
763
Bradley Foster & Sargent
Connecticut
$421K -$46.8K -268 -10%
MFIM
764
Mesirow Financial Investment Management
Illinois
$417K +$67.3K +385 +18%
NERM
765
New England Research & Management
Illinois
$416K – – –
FSA
766
Financial Sense Advisors
California
$415K – – –
MLL
767
Moody Lynn & Lieberson
Massachusetts
$415K – – –
WAC
768
William Allan Corp
Colorado
$414K +$75.2K +430 +21%
WG
769
Welch Group
Alabama
$414K – – –
AC
770
Avestar Capital
New York
$414K -$70.8K -405 -14%
SAM
771
Sompo Asset Management
Japan
$410K -$76.9K -440 -15%
LAM
772
L2 Asset Management
Massachusetts
$405K +$209K +1,196 +96%
UB
773
UMB Bank
Missouri
$402K +$5.59K +32 +1%
ORC
774
O'Rourke & Company
Massachusetts
$401K +$1.57K +9 +0.4%
WTB
775
Washington Trust Bank
Washington
$401K -$51.2K -293 -11%
29 30
31
32 33