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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$3K -$2.7K -26 -46%
AF
452
Advisornet Financial
Minnesota
$2.94K +$416 +4 +15%
CSB
453
City State Bank
Iowa
$2.84K – – –
GBT
454
Grove Bank & Trust
Florida
$2.05K – – –
PA
455
PSI Advisors
Florida
$2.05K – – –
SIS
456
Sound Income Strategies
Florida
$1.96K – – –
FCMT
457
Founders Capital Management (Texas)
Texas
$1.96K +$2.08K +20 New
GWM
458
Geneos Wealth Management
Colorado
$1.76K +$208 +2 +13%
KA
459
Kozak & Associates
Colorado
$1.48K – – –
SS
460
Sunbelt Securities
Texas
$1.41K -$171K -1,648 -99%
LI
461
LRI Investments
Florida
$1.17K – – –
DF
462
Dunhill Financial
United Kingdom
$1.1K -$416 -4 -27%
C
463
Covestor
United Kingdom
$1K -$1.66K -16 -67%
HFS
464
Hantz Financial Services
Michigan
$1K +$623 +6 New
LWMI
465
Legacy Wealth Management (Idaho)
Idaho
$979 – – –
CA
466
Continuum Advisory
Idaho
$978 -$727 -7 -41%
TFM
467
TFC Financial Management
Massachusetts
$881 – – –
RI
468
Ridgewood Investments
New Jersey
$783 – – –
PWAM
469
Private Wealth Asset Management
Iowa
$783 +$831 +8 New
RWM
470
Rialto Wealth Management
New York
$490 +$520 +5 New
SC
471
SouthState Corp
Florida
$490 +$520 +5 New
SFGP
472
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$489 – – –
OCM
473
Osterweis Capital Management
California
$489 +$520 +5 New
RA
474
Rise Advisors
New York
$489 +$520 +5 New
CWP
475
Clark Wealth Partners
Illinois
$391 – – –
17 18
19
20 21