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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$11K +$10.7K +150 +536%
HR
252
Howe & Rusling
New York
$10K
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$10.1K +142 New
PI
254
PineBridge Investments
New York
$7K -$996K -14,001 -99%
IA
255
IFP Advisors
Florida
$7K -$1.85K -26 -18%
GI
256
Gradient Investments
Minnesota
$7K +$8.54K +120 New
PMFA
257
Plante Moran Financial Advisors
Michigan
$6K
LWM
258
Liberty Wealth Management
California
$5K -$427 -6 -6%
TFO
259
Tarbox Family Office
California
$4K +$4.7K +66 New
OPS
260
Orion Portfolio Solutions
Nebraska
$3K -$10.5K -147 -77%
JSC
261
Jackson Square Capital
California
$3K
TWA
262
TCI Wealth Advisors
Arizona
$3K
HGWM
263
Harvest Group Wealth Management
Massachusetts
$2K -$8.26K -116 -78%
PA
264
Procyon Advisors
Connecticut
$2K -$3.77K -53 -67%
ASN
265
Advisory Services Network
Georgia
$2K
PFBT
266
Parkside Financial Bank & Trust
Missouri
$2K +$142 +2 +8%
FAM
267
Fred Alger Management
New York
$2K +$1.78K +25 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.42K +34 New
SFS
269
Sowell Financial Services
Arkansas
$1K -$2.13K -30 -71%
BCA
270
Berman Capital Advisors
Georgia
$1K
VCM
271
Versant Capital Management
Arizona
$1K
TFGT
272
TS Financial Group (TSFG)
Illinois
$1K +$285 +4 +22%
EI
273
Ellevest Inc
New York
$1K +$925 +13 New
AssetMark Inc
274
AssetMark Inc
California
$1K +$1.28K +18 +360%
JG
275
Jefferies Group
New York
-$96.3M -1,372,352 Closed