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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
426
William Blair & Company
Illinois
– -$246K -2,014 Closed
FNWM
427
Financial Network Wealth Management
Utah
– -$244K -2,000 Closed
SFA
428
Sequoia Financial Advisors
Ohio
– -$244K -2,000 Closed
PI
429
Putnam Investments
Massachusetts
– -$224K -1,837 Closed
PA
430
Profund Advisors
Maryland
– -$220K -1,804 Closed
CCM
431
Coldstream Capital Management
Washington
– -$214K -1,749 Closed
PFO
432
Pathstone Family Office
New Jersey
– -$214K -1,738 Closed
SIC
433
Samalin Investment Counsel
New York
– -$209K -1,712 Closed
BWM
434
Blossom Wealth Management
California
– -$203K -1,660 Closed
XWM
435
Xcel Wealth Management
Florida
– -$201K -1,650 Closed
DC
436
Davenport & Co
Virginia
– -$201K -1,647 Closed
DWM
437
Dorchester Wealth Management
Quebec, Canada
– -$225K -1,475 Closed
Capstone Investment Advisors
438
Capstone Investment Advisors
New York
– -$171K -1,399 Closed
BAM
439
Belpointe Asset Management
Nevada
– -$132K -1,089 Closed
FRA
440
Front Row Advisors
California
– -$123K -1,000 Closed
AWA
441
Aaron Wealth Advisors
Illinois
– -$18.4K -151 Closed
3F
442
360 Financial
Minnesota
– -$14K -112 Closed
BFC
443
Bedel Financial Consulting
Indiana
– -$12K -100 Closed
ADL
444
Asset Dedication LLC
California
– -$11K -92 Closed
SW
445
SVB Wealth
Massachusetts
– -$9K -79 Closed
EAM
446
Evanson Asset Management
California
– -$8K -66 Closed
SLWA
447
San Luis Wealth Advisors
California
– -$9K -64 Closed
T
448
TCWP
Ohio
– -$7K -63 Closed
AA
449
Ancora Advisors
Ohio
– -$7K -60 Closed
TFO
450
Tarbox Family Office
California
– -$3K -25 Closed