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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
551
Byrne Asset Management
New Jersey
$12.3K – – –
DWS
552
Dynamic Wealth Strategies
California
$12.3K – – –
MFS
553
Montgomery Financial Services
Maryland
$12.3K +$11.6K +100 New
EFMH
554
E Fund Management (HK)
Hong Kong
$12K – – –
NAS
555
Nykredit A/S
Denmark
$11.8K +$11.2K +96 New
RL
556
Rogco LP
Oklahoma
$11.8K +$11.2K +96 New
GKIM
557
GW&K Investment Management
Massachusetts
$11K -$465 -4 -4%
MAM
558
Meeder Asset Management
Ohio
$10.9K +$10.2K +88 New
TPCW
559
TD Private Client Wealth
New York
$10.7K +$1.98K +17 +24%
BHWM
560
Beaird Harris Wealth Management
Texas
$10.1K +$9.54K +82 New
NSIM
561
North Star Investment Management
Illinois
$8.39K – – –
AP
562
Aspect Partners
Virginia
$7.78K +$7.33K +63 New
SWA
563
SOA Wealth Advisors
New York
$7.28K +$6.87K +59 New
OCWP
564
Owl Creek Wealth Partners
Colorado
$7.04K – – –
PWA
565
Physician Wealth Advisors
Utah
$6.79K +$3.96K +34 +162%
BTI
566
Blue Trust Inc
Georgia
$6.79K -$116 -1 -2%
S
567
Sachetta
Massachusetts
$6.67K – – –
WTC
568
WhitTier Trust Company
Nevada
$6.59K -$116 -1 -2%
BIA
569
Bell Investment Advisors
California
$5.06K -$698 -6 -13%
CFO
570
CVA Family Office
Colorado
$4.94K – – –
AFC
571
Ares Financial Consulting
California
$4.07K – – –
KFAS
572
Keating Financial Advisory Services
Kansas
$3.95K +$698 +6 +23%
GBT
573
Grove Bank & Trust
Florida
$3.83K – – –
SWM
574
Spire Wealth Management
Virginia
$3.83K +$233 +2 +7%
SL
575
Salomon & Ludwin
Virginia
$3.61K – – –
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