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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
601
JPL Wealth Management
Colorado
$1.11K +$582 +5 +125%
BWL
602
Bogart Wealth LLC
Virginia
$1.11K +$1.05K +9 New
C
603
Covestor
United Kingdom
$1K -$2.79K -24 -77%
GSWM
604
Golden State Wealth Management
California
$988 – – –
PWA
605
Principia Wealth Advisory
Texas
$988 – – –
SEP
606
Signature Equity Partners
Ohio
$963 – – –
CWP
607
Clark Wealth Partners
Illinois
$865 – – –
CSB
608
City State Bank
Iowa
$617 – – –
PWA
609
Provenance Wealth Advisors
Florida
$617 +$582 +5 New
JWA
610
JFS Wealth Advisors
Pennsylvania
$494 +$465 +4 New
CJ
611
Caitlin John
Michigan
$448 – – –
QWM
612
Quaker Wealth Management
New Jersey
$371 – – –
T
613
Tidemark
California
$370 – – –
TFA
614
Transamerica Financial Advisors
Florida
$370 +$233 +2 +200%
SWM
615
SHP Wealth Management
Massachusetts
$370 +$349 +3 New
CPG
616
Cornerstone Planning Group
New Jersey
$250 +$233 +2 New
ACA
617
American Capital Advisory
Idaho
$247 – – –
CT
618
Colonial Trust
South Carolina
$247 – – –
PMFA
619
Plante Moran Financial Advisors
Michigan
$247 +$233 +2 New
SVCP
620
Silicon Valley Capital Partners
California
$125 – – –
PWMG
621
Private Wealth Management Group
New Jersey
$124 – – –
RIM
622
Rush Island Management
New York
– -$67.8M -638,538 Closed
Millennium Management
623
Millennium Management
New York
– -$63.5M -597,689 Closed
NFT
624
Nan Fung Trinity
Hong Kong
– -$6.8M -64,000 Closed
SCM
625
Sophron Capital Management
New Jersey
– -$3.72M -35,021 Closed