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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
351
M&R Capital Management
New Jersey
$31K – – –
MA
352
Montag & Associates
Georgia
$28K – – –
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$26K +$21.3K +180 +450%
PFBT
354
Parkside Financial Bank & Trust
Missouri
$25K -$1.07K -9 -4%
GWM
355
Geneos Wealth Management
Colorado
$24K – – –
TIM
356
Tortoise Investment Management
New York
$24K – – –
APA
357
American Portfolios Advisors
New York
$23.1K +$7.11K +60 +44%
COCM
358
Charter Oak Capital Management
New Hampshire
$20K – – –
FA
359
Fortis Advisors
Pennsylvania
$18K – – –
ST
360
Smithfield Trust
Pennsylvania
$18K – – –
GWS
361
Glassman Wealth Services
Virginia
$18K +$593 +5 +3%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$18K +$4.98K +42 +38%
CI
363
CX Institutional
Indiana
$17K +$2.73K +23 +19%
FA
364
Financial Advantage
Maryland
$14K – – –
LC
365
Lindbrook Capital
California
$13K – – –
WQ
366
Wealth Quarterback
New Jersey
$13K +$119 +1 +1%
CWA
367
Clearview Wealth Advisors
Oregon
$13K +$1.07K +9 +9%
EDRH
368
Edmond de Rothschild Holding
Switzerland
$13K +$13K +110 New
DFCM
369
Dark Forest Capital Management
Puerto Rico
$13K +$13.5K +114 New
BFC
370
Bedel Financial Consulting
Indiana
$12K – – –
BBHC
371
Brown Brothers Harriman & Co
New York
$12K – – –
VNA
372
Valley National Advisers
Pennsylvania
$12K – – –
GRP
373
Global Retirement Partners
California
$12K +$6.28K +53 +104%
ADL
374
Asset Dedication LLC
California
$11K – – –
BWM
375
BerganKDV Wealth Management
Minnesota
$11K +$119 +1 +1%
13 14
15
16 17