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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$57.4K – – –
BC
352
Bartlett & Co
Ohio
$57K – – –
CWA
353
Clarus Wealth Advisors
Arizona
$55K +$56.4K +478 New
HNB
354
Huntington National Bank
Ohio
$52K – – –
GT
355
Glenmede Trust
Pennsylvania
$51K – – –
ARMT
356
Amica Retiree Medical Trust
Rhode Island
$45K – – –
IDBONY
357
Israel Discount Bank of New York
New York
$44K – – –
IA
358
IFP Advisors
Florida
$40K +$11.8K +100 +46%
FANJ
359
Financial Architects (New Jersey)
New Jersey
$32K -$944 -8 -3%
FHA
360
First Horizon Advisors
Tennessee
$26K – – –
GLI
361
Guardian Life Insurance
New York
$26K +$4.25K +36 +22%
SLF
362
Sun Life Financial
Ontario, Canada
$25K +$18.9K +160 +410%
KJWM
363
Kiley Juergens Wealth Management
Washington
$25K +$23.6K +200 New
B
364
Bridgeworth
Alabama
$23K +$21.6K +183 New
KA
365
Kaizen Advisory
Illinois
$22K +$12.9K +109 +160%
CIA
366
CSat Investment Advisory
Michigan
$20K +$19K +161 New
PCG
367
Private Capital Group
Connecticut
$18K – – –
GWS
368
Glassman Wealth Services
Virginia
$17K – – –
RFWA
369
RPg Family Wealth Advisory
Massachusetts
$16.1K – – –
S
370
SignatureFD
Georgia
$16K +$5.19K +44 +52%
FHA
371
Flagship Harbor Advisors
Massachusetts
$14K +$13.5K +114 New
RE
372
RBC Europe
United Kingdom
$13.3K – – –
SWA
373
Sutton Wealth Advisors
Florida
$13K – – –
VNA
374
Valley National Advisers
Pennsylvania
$13K – – –
ASN
375
Advisory Services Network
Georgia
$13K +$118 +1 +1%
13 14
15
16 17