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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CASC
301
Coppell Advisory Solutions Corp
Texas
$254K +$255K +2,515 New
SS
302
Simplicity Solutions
Minnesota
$253K -$104K -1,023 -29%
PFO
303
Pathstone Family Office
New Jersey
$252K +$284K +2,804 New
WAAG
304
Wealth Alliance Advisory Group
Kansas
$245K +$245K +2,421 New
AI
305
Atom Investors
Texas
$243K +$243K +2,404 New
HIMC
306
Heritage Investors Management Corp
Maryland
$241K +$241K +2,384 New
NMIMC
307
Northwestern Mutual Investment Management Company
Wisconsin
$231K -$41.9K -414 -15%
Jane Street
308
Jane Street
New York
$226K +$226K +2,236 New
PIA
309
Powell Investment Advisors
Florida
$223K +$221K +2,183 New
CA
310
Cetera Advisors
Colorado
$222K +$222K +2,197 New
LWP
311
Lumature Wealth Partners
Georgia
$220K -$7.09K -70 -3%
TRCT
312
Tower Research Capital (TRC)
New York
$220K -$73.6K -727 -25%
LI
313
Lafayette Investments
Maryland
$217K +$218K +2,150 New
Verition Fund Management
314
Verition Fund Management
Connecticut
$213K -$146K -1,442 -41%
HPG
315
Harvest Portfolios Group
Ontario, Canada
$212K +$213K +2,101 New
SOW
316
State of Wyoming
Wyoming
$211K +$105K +1,040 +100%
NA
317
NewEdge Advisors
Louisiana
$207K +$207K +2,049 New
SFA
318
Sequoia Financial Advisors
Ohio
$202K +$203K +2,001 New
FNWM
319
Financial Network Wealth Management
Utah
$202K +$203K +2,000 New
WT
320
Whittier Trust
California
$190K +$89.1K +880 +88%
MAM
321
Meeder Asset Management
Ohio
$185K -$102K -1,012 -36%
PFC
322
Phocas Financial Corp
California
$160K -$1.25M -12,324 -89%
TCOV
323
Trust Company of Vermont
Vermont
$131K
AF
324
Allworth Financial
California
$123K +$911 +9 +0.7%
JGIA
325
Jackson Grant Investment Advisers
Connecticut
$121K