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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
EB
426
Eastern Bank
Massachusetts
$15K +$2.12K +29 +16%
SWIM
427
Smallwood Wealth Investment Management
New Jersey
$14.4K – – –
SC
428
Stephens Consulting
Michigan
$14.4K – – –
KFAS
429
Keating Financial Advisory Services
Kansas
$13.4K +$13.6K +186 New
KTC
430
Kentucky Trust Company
Kentucky
$12.4K – – –
EWP
431
Elevation Wealth Partners
California
$11.9K +$12.1K +165 New
CT
432
Caldwell Trust
Florida
$10.8K – – –
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$10.8K +$10.6K +145 +2,900%
PWA
434
Physician Wealth Advisors
Utah
$10.7K +$1.02K +14 +10%
MHR
435
Matthew Hamilton Rosenberg
$8.86K – – –
IUHSA
436
Itau Unibanco Holding S.A.
Brazil
$8.72K +$512 +7 +6%
TAM
437
Tucker Asset Management
Colorado
$8.36K +$8.48K +116 New
FFO
438
Fortitude Family Office
Arizona
$8.28K +$6.65K +91 +379%
BWA
439
Basecamp Wealth Advisors
Washington
$8.07K +$8.18K +112 New
PMFA
440
Plante Moran Financial Advisors
Michigan
$7.2K – – –
DT
441
DV Trading
Illinois
$7.2K +$7.31K +100 New
N
442
Natixis
France
$6.99K +$7.09K +97 New
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$6.84K +$365 +5 +6%
CIAS
444
CBIZ Investment Advisory Services
Ohio
$6.72K +$6.8K +93 New
RIL
445
Rothschild Investment LLC
Illinois
$6.12K +$2.7K +37 +77%
CPG
446
Cornerstone Planning Group
New Jersey
$5.82K -$29.4K -402 -83%
NA
447
NewEdge Advisors
Louisiana
$5.04K +$73 +1 +1%
HNW
448
High Note Wealth
Minnesota
$4.39K -$219 -3 -5%
CIAM
449
Caitong International Asset Management
Hong Kong
$4.25K -$24K -328 -85%
BFS
450
Bare Financial Services
Pennsylvania
$4.03K +$2.85K +39 +229%