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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$21K -$70.8K -1,020 -78%
First Manhattan
302
First Manhattan
New York
$21K
FF
303
FourThought Financial
Florida
$20K +$1.94K +28 +11%
BTI
304
Blue Trust Inc
Georgia
$20K +$20.8K +300 New
TWA
305
TCI Wealth Advisors
Arizona
$18K
BMD
306
Better Money Decisions
New Mexico
$17K +$16.5K +238 New
WT
307
Whittier Trust
California
$16K
ST
308
Smithfield Trust
Pennsylvania
$15K
SWM
309
Sugarloaf Wealth Management
Georgia
$15K
CAL
310
Capital Analysts LLC
Pennsylvania
$15K +$139 +2 +0.9%
VCM
311
Versant Capital Management
Arizona
$15K +$278 +4 +2%
SC
312
Stephens Consulting
Michigan
$14.4K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$13K
AF
314
Allworth Financial
California
$13K +$13K +187 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$12K +$2.29K +33 +25%
TWM
316
Tradition Wealth Management
Minnesota
$11K
TCWM
317
Total Clarity Wealth Management
Illinois
$11K +$10.4K +150 New
CT
318
Caldwell Trust
Florida
$10.8K
LF
319
Lee Financial
Texas
$9K +$8.33K +120 New
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$417 -6 -5%
PMFA
321
Plante Moran Financial Advisors
Michigan
$8K +$902 +13 +13%
LC
322
Lindbrook Capital
California
$6K +$2.36K +34 +63%
GRP
323
Global Retirement Partners
California
$5K +$555 +8 +14%
FPS
324
Fieldpoint Private Securities
Connecticut
$4K -$1.04K -15 -23%
EI
325
Ellevest Inc
New York
$4K