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Federal Realty Investment Trust
FRT

Name Holding Trade Value Shares
Change 		Change in
Stake
RRMM
551
Regatta Research & Money Management
Louisiana
$13.3K +$12.6K +108 New
PS
552
Planning Strategies
Pennsylvania
$12.8K +$12.1K +104 New
BAM
553
Byrne Asset Management
New Jersey
$12.3K – – –
DWS
554
Dynamic Wealth Strategies
California
$12.3K – – –
MFS
555
Montgomery Financial Services
Maryland
$12.3K +$11.6K +100 New
EFMH
556
E Fund Management (HK)
Hong Kong
$12K – – –
NAS
557
Nykredit A/S
Denmark
$11.8K +$11.2K +96 New
RL
558
Rogco LP
Oklahoma
$11.8K +$11.2K +96 New
GKIM
559
GW&K Investment Management
Massachusetts
$11K -$465 -4 -4%
MAM
560
Meeder Asset Management
Ohio
$10.9K +$10.2K +88 New
TPCW
561
TD Private Client Wealth
New York
$10.7K +$1.98K +17 +24%
BHWM
562
Beaird Harris Wealth Management
Texas
$10.1K +$9.54K +82 New
NSIM
563
North Star Investment Management
Illinois
$8.39K – – –
AP
564
Aspect Partners
Virginia
$7.78K +$7.33K +63 New
SWA
565
SOA Wealth Advisors
New York
$7.28K +$6.87K +59 New
OCWP
566
Owl Creek Wealth Partners
Colorado
$7.04K – – –
PWA
567
Physician Wealth Advisors
Utah
$6.79K +$3.96K +34 +162%
BTI
568
Blue Trust Inc
Georgia
$6.79K -$116 -1 -2%
S
569
Sachetta
Massachusetts
$6.67K – – –
WTC
570
WhitTier Trust Company
Nevada
$6.59K -$116 -1 -2%
BIA
571
Bell Investment Advisors
California
$5.06K -$698 -6 -13%
CFO
572
CVA Family Office
Colorado
$4.94K – – –
AFC
573
Ares Financial Consulting
California
$4.07K – – –
KFAS
574
Keating Financial Advisory Services
Kansas
$3.95K +$698 +6 +23%
GBT
575
Grove Bank & Trust
Florida
$3.83K – – –
21 22
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