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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
Hantz Financial Services
Michigan
$93K +$11.9K +102 +16%
TWD
502
True Wealth Design
Ohio
$92.3K +$32.5K +279 +59%
SGK
503
Steigerwald Gordon & Koch
Virginia
$90.4K – – –
S
504
SignatureFD
Georgia
$89.5K +$7.8K +67 +10%
TE
505
Tema ETFs
New York
$73.7K – – –
BCWM
506
Bartlett & Co Wealth Management
Ohio
$65.1K – – –
Simplex Trading
507
Simplex Trading
Illinois
$64.3K +$60.6K +521 New
KFG
508
Kingdom Financial Group
Arizona
$62.2K -$1.63K -14 -3%
Loomis, Sayles & Company
509
Loomis, Sayles & Company
Massachusetts
$62.1K +$22.9K +197 +64%
PK
510
Pflug Koory
Nebraska
$58.6K +$39.2K +337 +244%
Group One Trading
511
Group One Trading
Illinois
$57.8K +$54.5K +468 New
EB
512
Eastern Bank
Massachusetts
$55.5K – – –
AT
513
Avalon Trust
New Mexico
$54.3K +$51.2K +440 New
CA
514
Clearstead Advisors
Ohio
$49.4K -$213K -1,831 -82%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$45.7K +$16.9K +145 +64%
SIC
516
SJS Investment Consulting
Ohio
$45.2K +$465 +4 +1%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$45.1K -$1.4K -12 -3%
TC
518
Truvestments Capital
Florida
$44.9K +$37.1K +319 +709%
DAM
519
Delta Asset Management
Tennessee
$43.2K – – –
TFA
520
Toth Financial Advisory
Virginia
$41K – – –
Federated Hermes
521
Federated Hermes
Pennsylvania
$40.6K – – –
PTC
522
Private Trust Company
Ohio
$39.7K – – –
DT
523
DV Trading
Illinois
$37.4K +$35.3K +303 New
HNB
524
Hilltop National Bank
Wyoming
$37K – – –
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$36.3K +$698 +6 +2%