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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
AR Asset Management
California
$864K
SA
302
Sanctuary Advisors
Indiana
$863K +$255K +2,189 +46%
IAA
303
Independent Advisor Alliance
North Carolina
$859K -$11.3K -97 -1%
MCA
304
MSH Capital Advisors
Arizona
$852K +$30.8K +265 +4%
JIC
305
Joel Isaacson & Co
New York
$851K -$69.8K -600 -8%
GIA
306
Gateway Investment Advisers
Ohio
$834K +$323K +2,776 +70%
BEI
307
Benjamin Edwards Inc
Missouri
$828K -$128K -1,102 -14%
FAM
308
Fairtree Asset Management
South Africa
$828K
JWM
309
Jeppson Wealth Management
California
$828K
NA
310
NewEdge Advisors
Louisiana
$826K +$90.5K +778 +13%
SW
311
SlateStone Wealth
Florida
$809K +$17.5K +150 +2%
EPW
312
Evolve Private Wealth
California
$805K -$63.5K -546 -8%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$791K
RWM
314
Revisor Wealth Management
Ohio
$765K +$17.1K +147 +2%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$763K -$679K -5,837 -49%
SIP
316
Stoneridge Investment Partners
Pennsylvania
$763K -$467K -4,017 -40%
MML Investors Services
317
MML Investors Services
Massachusetts
$762K +$173K +1,490 +32%
MSU
318
Mizuho Securities USA
New York
$760K +$164K +1,409 +30%
GRP
319
Global Retirement Partners
California
$756K +$712K +6,122 New
HWM
320
HB Wealth Management
Georgia
$745K +$56.1K +482 +9%
TRSOTSOK
321
Teachers Retirement System of the State of Kentucky
Kentucky
$740K
SFI
322
Susquehanna Fundamental Investments
Pennsylvania
$727K +$685K +5,890 New
KF
323
Krilogy Financial
Missouri
$713K -$56.5K -486 -8%
FNFDCM
324
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$703K -$55K -473 -8%
AF
325
Allworth Financial
California
$686K +$79.9K +687 +14%