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Agree Realty
ADC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
426
Physician Wealth Advisors
Utah
$15.1K +$2.96K +39 +24%
CAL
427
Capital Analysts LLC
Pennsylvania
$15K -$7.43K -98 -34%
ECSS
428
Eurizon Capital SGR SpA
$14.6K – – –
ABC
429
Anchor Bay Capital
California
$14.5K +$14.9K +196 New
KTC
430
Kentucky Trust Company
Kentucky
$13K – – –
KFAS
431
Keating Financial Advisory Services
Kansas
$12.3K +$379 +5 +3%
EWP
432
Elevation Wealth Partners
California
$12K +$12K +158 New
CA
433
Clearstead Advisors
Ohio
$11.5K +$8.94K +118 +347%
CT
434
Caldwell Trust
Florida
$11.4K – – –
MHR
435
Matthew Hamilton Rosenberg
$9.32K – – –
CFM
436
Cornerstone Financial Management
Massachusetts
$8.56K +$2.73K +36 +47%
IUHSA
437
Itau Unibanco Holding S.A.
Brazil
$8.41K -$758 -10 -8%
CPG
438
Cornerstone Planning Group
New Jersey
$7.92K – – –
PMFA
439
Plante Moran Financial Advisors
Michigan
$7.57K – – –
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$7.2K – – –
APFP
441
Action Point Financial Planning
Michigan
$6.74K +$6.9K +91 New
IFWM
442
Institute for Wealth Management
Colorado
$6.59K +$6.59K +87 New
TWD
443
True Wealth Design
Ohio
$6.06K +$5K +66 +471%
BFS
444
Bare Financial Services
Pennsylvania
$5.98K – – –
WWM
445
Wolff Wiese Magana
California
$5.3K – – –
GWM
446
Geneos Wealth Management
Colorado
$4.85K +$227 +3 +5%
KG
447
Kilter Group
New York
$4.77K -$303 -4 -6%
FHC
448
First Horizon Corporation
Tennessee
$4.77K +$4.55K +60 +2,000%
HNW
449
High Note Wealth
Minnesota
$4.62K – – –
RIL
450
Rothschild Investment LLC
Illinois
$4.24K -$7.88K -104 -65%
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