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Federal Realty Investment Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Ancora Advisors
351
Ancora Advisors
Ohio
$5K – – –
TFA
352
Toth Financial Advisory
Virginia
$5K +$565 +7 +14%
SIS
353
Sound Income Strategies
Florida
$4K – – –
SLF
354
Sun Life Financial
Ontario, Canada
$4K – – –
EW
355
Evoke Wealth
California
$4K +$2.83K +35 +233%
Valeo Financial Advisors
356
Valeo Financial Advisors
Indiana
$4K +$3.71K +46 New
HIA
357
Harbor Investment Advisory
Maryland
$4K +$3.79K +47 New
EARNEST Partners
358
EARNEST Partners
Georgia
$3K – – –
Farmers & Merchants Investments Inc
359
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
EI
360
Ellevest Inc
New York
$3K +$161 +2 +6%
CWC
361
Carolinas Wealth Consulting
North Carolina
$3K +$2.34K +29 New
LC
362
Lindbrook Capital
California
$3K +$2.58K +32 New
SWA
363
Sutton Wealth Advisors
Florida
$2.13K +$1.53K +19 +317%
WEC
364
Winslow Evans & Crocker
Massachusetts
$2K -$81 -1 -4%
TFO
365
Tarbox Family Office
California
$2K – – –
PCG
366
Private Capital Group
Connecticut
$2K +$81 +1 +6%
BWM
367
BerganKDV Wealth Management
Minnesota
$2K +$1.61K +20 New
Associated Banc-Corp
368
Associated Banc-Corp
Wisconsin
$2K +$2.02K +25 New
CX Institutional
369
CX Institutional
Indiana
$1K -$2.75K -34 -81%
Benjamin F. Edwards & Company
370
Benjamin F. Edwards & Company
Missouri
$1K -$1.78K -22 -56%
FCB
371
First Command Bank
Texas
$1K – – –
FCFS
372
First Command Financial Services
Texas
$1K – – –
Kayne Anderson Rudnick Investment Management
373
Kayne Anderson Rudnick Investment Management
California
$1K – – –
TFGT
374
TS Financial Group (TSFG)
Illinois
$1K – – –
VCM
375
Versant Capital Management
Arizona
$1K – – –