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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
451
North Star Investment Management
Illinois
$3.8K +$3.78K +40 New
NC
452
NewSquare Capital
Pennsylvania
$3.52K +$3.5K +37 New
PTC
453
Private Trust Company
Ohio
$3.04K – – –
HFS
454
Hantz Financial Services
Michigan
$3K +$2.55K +27 +450%
GBT
455
Grove Bank & Trust
Florida
$2.94K +$945 +10 +48%
MCM
456
MV Capital Management
Maryland
$2.75K -$5.67K -60 -67%
CSB
457
City State Bank
Iowa
$2.75K – – –
MCM
458
Manchester Capital Management
Vermont
$2.56K -$1.8K -19 -41%
AF
459
Advisornet Financial
Minnesota
$2.47K -$378 -4 -13%
VNA
460
Valley National Advisers
Pennsylvania
$2K – – –
FCMT
461
Founders Capital Management (Texas)
Texas
$1.9K – – –
SIS
462
Sound Income Strategies
Florida
$1.9K – – –
GWM
463
Geneos Wealth Management
Colorado
$1.71K – – –
AWM
464
Activest Wealth Management
Florida
$1.61K +$1.61K +17 New
KA
465
Kozak & Associates
Colorado
$1.53K – – –
HHMI
466
Howard Hughes Medical Institute
Maryland
$1.52K +$1.51K +16 New
YP
467
YANKCOM Partnership
South Dakota
$1.14K +$1.13K +12 New
C
468
Covestor
United Kingdom
$1K -$95 -1 -13%
AW
469
Avion Wealth
Texas
$1K +$473 +5 +83%
LWMI
470
Legacy Wealth Management (Idaho)
Idaho
$950 – – –
RA
471
Rise Advisors
New York
$950 +$473 +5 +100%
LIS
472
Legacy Investment Solutions
Idaho
$950 +$945 +10 New
TFM
473
TFC Financial Management
Massachusetts
$760 -$95 -1 -11%
RI
474
Ridgewood Investments
New Jersey
$760 – – –
PWA
475
Principia Wealth Advisory
Texas
$760 +$378 +4 +100%
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