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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$4K -$4.77K -42 -54%
EARNEST Partners
377
EARNEST Partners
Georgia
$4K
NFSG
378
Newbridge Financial Services Group
Florida
$4K +$3.97K +35 New
SFO
379
Standard Family Office
South Dakota
$3K
TFO
380
Tarbox Family Office
California
$3K
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.72K +24 New
AssetMark Inc
382
AssetMark Inc
California
$3K +$2.84K +25 New
SWA
383
Sutton Wealth Advisors
Florida
$2.23K
EW
384
Evoke Wealth
California
$2K -$6.36K -56 -79%
CWC
385
Carolinas Wealth Consulting
North Carolina
$2K
FPS
386
Fieldpoint Private Securities
Connecticut
$2K
TWA
387
TCI Wealth Advisors
Arizona
$2K
CA
388
Clearstead Advisors
Ohio
$2K +$1.48K +13 New
SIM
389
Sonora Investment Management
Arizona
$2K +$2.16K +19 New
SIM
390
Sentry Investment Management
Wisconsin
$2K +$2.38K +21 New
RWM
391
Raffa Wealth Management
District of Columbia
$1.05K
HIA
392
Harbor Investment Advisory
Maryland
$1K
HS
393
Horan Securities
United States
$1K
TFM
394
TFC Financial Management
Massachusetts
$1K
VCM
395
Versant Capital Management
Arizona
$1K
NFG
396
Next Financial Group
Texas
$1K +$454 +4 +57%
CFA
397
Carroll Financial Associates
North Carolina
$1K +$1.36K +12 New
ACA
398
Atlas Capital Advisors
Wyoming
$937 +$908 +8 New
ED
399
Exane Derivatives
France
$117
VLKIM
400
Van Lanschot Kempen Investment Management
Netherlands
-$21.3M -209,465 Closed