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Agree Realty
ADC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
426
Smallwood Wealth Investment Management
New Jersey
$14.2K – – –
SC
427
Stephens Consulting
Michigan
$14.2K – – –
RA
428
Rise Advisors
New York
$14.2K +$1.88K +26 +15%
CAL
429
Capital Advisors Ltd
Ohio
$14K – – –
ACM
430
Aster Capital Management
United Arab Emirates
$13.3K +$13.5K +187 New
EB
431
Eastern Bank
Massachusetts
$12.7K +$13K +179 New
CA
432
Clearstead Advisors
Ohio
$12.4K -$9.42K -130 -43%
TFA
433
Transamerica Financial Advisors
Florida
$12.3K +$12.6K +174 New
KTC
434
Kentucky Trust Company
Kentucky
$12.2K – – –
CT
435
Caldwell Trust
Florida
$10.7K – – –
OIA
436
Optimum Investment Advisors
Illinois
$10.7K – – –
PWA
437
Physician Wealth Advisors
Utah
$9.59K +$1.52K +21 +18%
CT
438
Clearstead Trust
Maine
$8.95K -$8.69K -120 -49%
MHR
439
Matthew Hamilton Rosenberg
$8.74K – – –
IUHSA
440
Itau Unibanco Holding S.A.
Brazil
$8.1K – – –
PMFA
441
Plante Moran Financial Advisors
Michigan
$7.1K – – –
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$6.39K +$217 +3 +3%
NA
443
NewEdge Advisors
Louisiana
$4.94K – – –
HI
444
Harbour Investments
Wisconsin
$4.76K – – –
HNW
445
High Note Wealth
Minnesota
$4.55K +$72 +1 +2%
BIA
446
Bell Investment Advisors
California
$4.12K – – –
RIL
447
Rothschild Investment LLC
Illinois
$3.41K +$3.48K +48 New
RBC
448
Roble Belko & Company
Pennsylvania
$3K – – –
JWM
449
JPL Wealth Management
Colorado
$2.84K +$2.9K +40 New
MAFA
450
MJT & Associates Financial Advisory
Minnesota
$2.84K +$2.9K +40 New
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