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Urban Edge Properties

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
251
Action Point Financial Planning
Michigan
$778 +$750 +34 New
LFG
252
Larson Financial Group
Missouri
$686 – – –
IAIM
253
International Assets Investment Management
Florida
$521 – – –
BWAM
254
Boyd Watterson Asset Management
Ohio
$458 – – –
AW
255
Ankerstar Wealth
Texas
$412 – – –
GWM
256
Gilpin Wealth Management
Colorado
$412 – – –
JWA
257
JFS Wealth Advisors
Pennsylvania
$412 +$397 +18 New
PMFA
258
Plante Moran Financial Advisors
Michigan
$389 +$375 +17 New
AFG
259
Albion Financial Group
Utah
$344 -$221 -10 -40%
FAM
260
Fulcrum Asset Management
United Kingdom
$324 +$309 +14 New
TPCW
261
TD Private Client Wealth
New York
$297 – – –
SPIA
262
Steward Partners Investment Advisory
New York
$297 +$287 +13 New
JWM
263
JPL Wealth Management
Colorado
$275 – – –
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$275 – – –
CIAM
265
Caitong International Asset Management
Hong Kong
$275 +$265 +12 New
SEP
266
Signature Equity Partners
Ohio
$177 – – –
DF
267
Dunhill Financial
United Kingdom
$162 – – –
GIA
268
GHP Investment Advisors
Colorado
$161 – – –
DCM
269
Davis Capital Management
Florida
$160 +$154 +7 New
TWD
270
True Wealth Design
Ohio
$115 -$331 -15 -75%
S
271
Sachetta
Massachusetts
$115 – – –
HFS
272
Hughes Financial Services
Virginia
$46 – – –
Alyeska Investment Group
273
Alyeska Investment Group
Illinois
– -$11.2M -562,016 Closed
BC
274
Brookfield Corp
Ontario, Canada
– -$5.52M -276,169 Closed
HRES
275
Heitman Real Estate Securities
Illinois
– -$4.42M -221,395 Closed