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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
MB
526
MidFirst Bank
Oklahoma
$1.91K +$1.88K +18 New
KA
527
Kozak & Associates
Colorado
$1.82K – – –
RWM
528
Rialto Wealth Management
New York
$1.59K +$1.04K +10 +200%
CFG
529
Clayton Financial Group
Missouri
$1.49K +$418 +4 +40%
SSG
530
Summit Securities Group
New York
$1.38K -$10.9K -104 -89%
BH
531
Burk Holdings
Oklahoma
$1.38K +$1.36K +13 New
DF
532
Dunhill Financial
United Kingdom
$1.26K – – –
AT
533
Arlington Trust
Alabama
$1.17K +$1.15K +11 New
SC
534
SouthState Corp
Florida
$1.06K -$1.99K -19 -66%
LWMI
535
Legacy Wealth Management (Idaho)
Idaho
$1.06K – – –
IWS
536
Intentional Wealth Strategies
Colorado
$1.06K +$1.04K +10 New
RF
537
Rossby Financial
Florida
$1.06K – – –
BW
538
Basepoint Wealth
Iowa
$1.01K +$105 +1 +11%
AW
539
Avion Wealth
Texas
$1K – – –
GSWM
540
Golden State Wealth Management
California
$850 – – –
PWA
541
Principia Wealth Advisory
Texas
$850 – – –
TFM
542
TFC Financial Management
Massachusetts
$850 – – –
SIM
543
Synergy Investment Management
Florida
$850 +$836 +8 New
SEP
544
Signature Equity Partners
Ohio
$820 – – –
CWP
545
Clark Wealth Partners
Illinois
$744 +$314 +3 +75%
AGWCA
546
Annis Gardner Whiting Capital Advisors
Florida
$744 +$418 +4 +133%
EWP
547
Elevation Wealth Partners
California
$532 +$523 +5 New
CSB
548
City State Bank
Iowa
$531 – – –
JWM
549
JPL Wealth Management
Colorado
$425 +$418 +4 New
CJ
550
Caitlin John
Michigan
$382 – – –
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