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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
476
Advisornet Financial
Minnesota
$2.63K – – –
S
477
Sachetta
Massachusetts
$2.33K +$2.22K +23 New
FC
478
Financial Consulate
Maryland
$2.03K +$1.93K +20 New
FCMT
479
Founders Capital Management (Texas)
Texas
$2.03K – – –
SIS
480
Sound Income Strategies
Florida
$1.94K – – –
HHMI
481
Howard Hughes Medical Institute
Maryland
$1.62K – – –
PWA
482
Physician Wealth Advisors
Utah
$1.62K +$1.55K +16 New
KA
483
Kozak & Associates
Colorado
$1.59K +$97 +1 +6%
WWA
484
Wealth Watch Advisors
Colorado
$1.42K +$1.35K +14 New
TPBG
485
Turning Point Benefit Group
Maryland
$1.29K +$1.26K +13 New
LWMI
486
Legacy Wealth Management (Idaho)
Idaho
$1.01K – – –
SC
487
SouthState Corp
Florida
$1.01K +$483 +5 +100%
PAM
488
Palisade Asset Management
Minnesota
$1.01K +$967 +10 New
C
489
Covestor
United Kingdom
$1K – – –
AW
490
Avion Wealth
Texas
$1K +$483 +5 +45%
TFM
491
TFC Financial Management
Massachusetts
$811 – – –
PWA
492
Principia Wealth Advisory
Texas
$810 – – –
CT
493
Clearstead Trust
Maine
$710 – – –
DF
494
Dunhill Financial
United Kingdom
$599 – – –
RA
495
Rise Advisors
New York
$507 -$483 -5 -50%
CWP
496
Clark Wealth Partners
Illinois
$403 +$387 +4 New
CJ
497
Caitlin John
Michigan
$356 +$387 +4 New
SFCL
498
Strengthening Families & Communities LLC
Massachusetts
$307 +$290 +3 New
QWM
499
Quaker Wealth Management
New Jersey
$304 – – –
TCM
500
Tradewinds Capital Management
Washington
$304 – – –
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