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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
Fortis Advisors
Pennsylvania
$18K +$17K +150 New
GWS
352
Glassman Wealth Services
Virginia
$17K +$1.02K +9 +7%
CFD
353
Creative Financial Designs
Indiana
$16K -$3.86K -34 -20%
APA
354
American Portfolios Advisors
New York
$15.9K – – –
FA
355
Financial Advantage
Maryland
$14K – – –
CI
356
CX Institutional
Indiana
$14K +$3.86K +34 +40%
LC
357
Lindbrook Capital
California
$13K – – –
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$13K +$568 +5 +5%
BFC
359
Bedel Financial Consulting
Indiana
$12K – – –
BBHC
360
Brown Brothers Harriman & Co
New York
$12K – – –
VNA
361
Valley National Advisers
Pennsylvania
$12K – – –
WQ
362
Wealth Quarterback
New Jersey
$12K +$11.5K +101 New
ADL
363
Asset Dedication LLC
California
$11K – – –
BWM
364
BerganKDV Wealth Management
Minnesota
$11K +$114 +1 +1%
CWA
365
Clearview Wealth Advisors
Oregon
$11K +$114 +1 +1%
ASN
366
Advisory Services Network
Georgia
$11K +$11.4K +100 New
FHC
367
First Horizon Corporation
Tennessee
$10K – – –
EWA
368
Evolution Wealth Advisors
Florida
$9K – – –
CFO
369
CVA Family Office
Colorado
$8K – – –
SIS
370
Sound Income Strategies
Florida
$8K +$2.04K +18 +36%
AA
371
Ancora Advisors
Ohio
$7K – – –
GRP
372
Global Retirement Partners
California
$6K +$5.79K +51 New
ZB
373
Zions Bancorporation
Utah
$5K -$1.59K -14 -25%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
PCG
375
Private Capital Group
Connecticut
$5K +$3.18K +28 +255%
13 14
15
16 17