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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
301
Charter Oak Capital Management
New Hampshire
$23K – – –
FA
302
Fortis Advisors
Pennsylvania
$20K – – –
Smithfield Trust
303
Smithfield Trust
Pennsylvania
$20K – – –
FA
304
Financial Advantage
Maryland
$16K – – –
CWA
305
Clearview Wealth Advisors
Oregon
$15K +$127 +1 +0.9%
ZB
306
Zions Bancorporation
Utah
$15K +$8.63K +68 +162%
AssetMark Inc
307
AssetMark Inc
California
$15K +$13.6K +107 New
SSB
308
Sandy Spring Bank
Maryland
$14K -$514K -4,055 -98%
LC
309
Lindbrook Capital
California
$14K -$127 -1 -0.9%
BFC
310
Bedel Financial Consulting
Indiana
$14K – – –
Brown Brothers Harriman & Co
311
Brown Brothers Harriman & Co
New York
$14K – – –
First Horizon Advisors
312
First Horizon Advisors
Tennessee
$12K – – –
CoreCap Advisors
313
CoreCap Advisors
Michigan
$12K +$11.3K +89 New
FCB
314
First Command Bank
Texas
$11K – – –
C
315
Covestor
United Kingdom
$11K +$10.5K +83 New
CFO
316
CVA Family Office
Colorado
$9K +$8.24K +65 New
Ancora Advisors
317
Ancora Advisors
Ohio
$8K – – –
DFCM
318
Dark Forest Capital Management
Puerto Rico
$7K -$8.12K -64 -56%
SIS
319
Sound Income Strategies
Florida
$7K -$2.28K -18 -26%
CFD
320
Creative Financial Designs
Indiana
$7K – – –
PCG
321
Private Capital Group
Connecticut
$7K +$1.9K +15 +38%
EARNEST Partners
322
EARNEST Partners
Georgia
$5K – – –
Hantz Financial Services
323
Hantz Financial Services
Michigan
$5K +$4.69K +37 New
EverSource Wealth Advisors
324
EverSource Wealth Advisors
Alabama
$4K +$3.42K +27 New
CFRPA
325
Castle Financial & Retirement Planning Associates
New Jersey
$4K +$4.19K +33 New