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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
251
Sound Financial Strategies Group
Mississippi
$683K -$98.4K -947 -12%
Xponance
252
Xponance
Pennsylvania
$678K +$18.8K +181 +3%
FC
253
FORA Capital
Florida
$664K +$705K +6,789 New
Benjamin Edwards Inc
254
Benjamin Edwards Inc
Missouri
$658K +$4.47K +43 +0.6%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$657K +$54.7K +526 +8%
World Investment Advisors
256
World Investment Advisors
California
$652K -$116K -1,116 -14%
Oregon Public Employees Retirement Fund
257
Oregon Public Employees Retirement Fund
Oregon
$651K +$10.4K +100 +2%
PCM
258
Polymer Capital Management
New York
$643K +$683K +6,573 New
CFD
259
Creative Financial Designs
Indiana
$636K +$52.2K +502 +8%
Ethic Inc
260
Ethic Inc
New York
$630K +$6.96K +67 +1%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$627K – – –
NewEdge Wealth
262
NewEdge Wealth
Pennsylvania
$624K +$1.14K +11 +0.2%
Principal Securities
263
Principal Securities
Iowa
$617K – – –
Cerity Partners
264
Cerity Partners
New York
$604K -$60.9K -586 -9%
Mizuho Securities USA
265
Mizuho Securities USA
New York
$604K -$111K -1,073 -15%
&Partners
266
&Partners
Tennessee
$594K +$407K +3,916 +183%
SW
267
SlateStone Wealth
Florida
$586K – – –
Independent Advisor Alliance
268
Independent Advisor Alliance
North Carolina
$578K -$70.1K -675 -10%
Prospera Financial Services
269
Prospera Financial Services
Texas
$578K +$180K +1,728 +41%
Teachers Retirement System of the State of Kentucky
270
Teachers Retirement System of the State of Kentucky
Kentucky
$576K +$36.9K +355 +6%
GXJ
271
Global X Japan
Japan
$556K +$116K +1,117 +24%
JCM
272
Janney Capital Management
Pennsylvania
$553K – – –
Corient Private Wealth
273
Corient Private Wealth
Florida
$535K +$63.6K +612 +13%
O'Shaughnessy Asset Management
274
O'Shaughnessy Asset Management
Connecticut
$527K +$25.4K +244 +5%
NewEdge Advisors
275
NewEdge Advisors
Louisiana
$521K -$140K -1,350 -20%