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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
401
Lindbrook Capital
California
$3.03K +$1.11K +11 +58%
PPWM
402
PFG Private Wealth Management
Florida
$3K – – –
ZB
403
Zions Bancorporation
Utah
$2.42K – – –
GEA
404
Glen Eagle Advisors
New Jersey
$2.12K +$2.13K +21 New
SIS
405
Sound Income Strategies
Florida
$2.02K -$3.04K -30 -60%
BWL
406
Bogart Wealth LLC
Virginia
$2.02K +$2.02K +20 New
CWA
407
Clearview Wealth Advisors
Oregon
$2K – – –
KA
408
Kozak & Associates
Colorado
$2K – – –
BTI
409
Blue Trust Inc
Georgia
$2K +$1.62K +16 +178%
WTA
410
Washington Trust Advisors
Massachusetts
$1.82K – – –
TWA
411
TCI Wealth Advisors
Arizona
$1.72K – – –
YDMI
412
Y.D. More Investments
Israel
$1.64K +$1.62K +16 New
CWC
413
Carolinas Wealth Consulting
North Carolina
$1.63K -$101 -1 -6%
MA
414
MCF Advisors
Kentucky
$1.62K – – –
MCM
415
MV Capital Management
Maryland
$1.52K -$810 -8 -35%
VCM
416
Versant Capital Management
Arizona
$1.42K – – –
IAA
417
Independent Advisor Alliance
North Carolina
$1.29K +$120K +1,187 +10%
CFB
418
Cullen/Frost Bankers
Texas
$1.21K – – –
RWM
419
Raffa Wealth Management
District of Columbia
$909 – – –
HIA
420
Harbor Investment Advisory
Maryland
$808 – – –
TFM
421
TFC Financial Management
Massachusetts
$808 – – –
EBA
422
Eagle Bay Advisors
New York
$707 – – –
BHWM
423
Beaird Harris Wealth Management
Texas
$606 +$608 +6 New
BAAM
424
Baker Avenue Asset Management
California
$505 +$506 +5 New
NSIM
425
North Star Investment Management
Illinois
$505 +$506 +5 New
15 16
17
18 19