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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Joel Isaacson & Co
New York
$883K
FPCP
227
Fort Point Capital Partners
California
$879K +$10.1K +89 +1%
Lazard Asset Management
228
Lazard Asset Management
New York
$871K +$268K +2,370 +44%
WIA
229
World Investment Advisors
California
$871K +$662K +5,860 +306%
KAS
230
Kestra Advisory Services
Texas
$867K +$875K +7,742 New
FNFDCM
231
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$860K -$6.78K -60 -0.8%
Lido Advisors
232
Lido Advisors
California
$848K -$7.24K -64 -0.8%
BHBT
233
Burke & Herbert Bank & Trust
Virginia
$821K
FCM
234
Fieldview Capital Management
Michigan
$813K +$821K +7,260 New
MSU
235
Mizuho Securities USA
New York
$811K +$268K +2,369 +49%
JWM
236
Jeppson Wealth Management
California
$790K
NB
237
Norinchukin Bank
Japan
$767K +$40.2K +356 +5%
Cerity Partners
238
Cerity Partners
New York
$766K +$269K +2,380 +54%
X
239
Xponance
Pennsylvania
$756K -$34.5K -305 -4%
BEI
240
Benjamin Edwards Inc
Missouri
$748K +$20.5K +181 +3%
NA
241
NewEdge Advisors
Louisiana
$748K +$329K +2,908 +77%
IAA
242
Independent Advisor Alliance
North Carolina
$737K +$49.5K +438 +7%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$734K +$12.4K +110 +2%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$722K +$10.5K +93 +1%
EI
245
Ethic Inc
New York
$719K +$16.4K +145 +2%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$718K -$107K -949 -13%
NW
247
NewEdge Wealth
Pennsylvania
$713K -$33K -292 -4%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$693K +$29.1K +257 +4%
CFD
249
Creative Financial Designs
Indiana
$672K -$26.7K -236 -4%
SW
250
SlateStone Wealth
Florida
$671K +$22.6K +200 +3%