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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$206K +$202K +3,106 New
PO
252
Private Ocean
California
$142K +$1.5K +23 +1%
JIR
253
James Investment Research
Ohio
$140K +$325 +5 +0.2%
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$260 -4 -0.2%
CFD
255
Creative Financial Designs
Indiana
$118K +$4.16K +64 +4%
S
256
SignatureFD
Georgia
$107K +$58.2K +895 +124%
QCG
257
Quadrant Capital Group
Ohio
$102K +$49.3K +758 +97%
SOW
258
State of Wyoming
Wyoming
$98K -$30.4K -467 -24%
MA
259
Montag & Associates
Georgia
$90K
Mitsubishi UFJ Trust & Banking
260
Mitsubishi UFJ Trust & Banking
Japan
$88K -$20K -308 -19%
SPIA
261
Steward Partners Investment Advisory
New York
$87K -$458K -7,048 -84%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$81K +$6.18K +95 +8%
SWA
263
Sutton Wealth Advisors
Florida
$76.7K +$9.69K +149 +15%
GCM
264
Gables Capital Management
Florida
$73K
BBHC
265
Brown Brothers Harriman & Co
New York
$72K
UB
266
UMB Bank
Missouri
$72K +$25.2K +388 +56%
WT
267
Washington Trust
Rhode Island
$66K
AIC
268
Archer Investment Corporation
Indiana
$59.7K +$58.5K +900 New
AssetMark Inc
269
AssetMark Inc
California
$57K +$22.8K +351 +68%
GAM
270
Gemmer Asset Management
California
$56K
PCG
271
Private Capital Group
Connecticut
$49K +$1.5K +23 +3%
NFSG
272
Newbridge Financial Services Group
Florida
$41K
PFS
273
Prospera Financial Services
Texas
$38K +$37.2K +572 New
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$37K
HNB
275
Huntington National Bank
Ohio
$37K +$260 +4 +0.7%