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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Parallel Advisors
California
$190K +$111K +1,489 +124%
C
352
Covestor
United Kingdom
$187K -$298 -4 -0.2%
GM
353
GeoWealth Management
Illinois
$179K +$165K +2,210 +672%
VEA
354
Virtus ETF Advisers
New York
$167K -$21.7K -292 -11%
CPBTD
355
Central Pacific Bank - Trust Division
Hawaii
$163K -$57.3K -770 -25%
VWM
356
Venturi Wealth Management
Texas
$157K +$166K +2,227 New
CAS
357
Coppell Advisory Solutions
Texas
$142K +$7.44K +100 +5%
GFM
358
GF Fund Management
China
$129K +$136K +1,829 New
PTC
359
Private Trust Company
Ohio
$119K -$3.87K -52 -3%
VI
360
Vestcor Inc
New Brunswick, Canada
$104K
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$99K +$54.9K +737 +110%
SPIA
362
Steward Partners Investment Advisory
New York
$98.4K -$95.2K -1,279 -48%
CIAM
363
Caitong International Asset Management
Hong Kong
$95.1K +$100K +1,350 New
SAM
364
Smartleaf Asset Management
Massachusetts
$91.3K +$9.97K +134 +11%
SOW
365
State of Wyoming
Wyoming
$90.1K -$2.01K -27 -2%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$90.1K -$5.58K -75 -5%
FFA
367
Farther Finance Advisors
California
$85K +$80.4K +1,080 +857%
PS
368
Principal Securities
Iowa
$80.5K +$17.6K +237 +26%
BBHC
369
Brown Brothers Harriman & Co
New York
$80.2K
UB
370
UMB Bank
Missouri
$80.2K +$12.5K +168 +17%
WSFS
371
Wilmington Savings Fund Society
Delaware
$74.7K +$3.05K +41 +4%
AIM
372
Arcadia Investment Management
Michigan
$70.5K
WT
373
Washington Trust
Rhode Island
$70.5K
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$63.3K +$17.1K +230 +34%
CA
375
CoreCap Advisors
Michigan
$60.8K -$33K -443 -34%