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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
426
Smallwood Wealth Investment Management
New Jersey
$14.4K
SC
427
Stephens Consulting
Michigan
$14.4K
KFAS
428
Keating Financial Advisory Services
Kansas
$13.4K +$13.6K +186 New
KTC
429
Kentucky Trust Company
Kentucky
$12.4K
EWP
430
Elevation Wealth Partners
California
$11.9K +$12.1K +165 New
CT
431
Caldwell Trust
Florida
$10.8K
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$10.8K +$10.6K +145 +2,900%
PWA
433
Physician Wealth Advisors
Utah
$10.7K +$1.02K +14 +10%
MHR
434
Matthew Hamilton Rosenberg
$8.86K
IUHSA
435
Itau Unibanco Holding S.A.
Brazil
$8.72K +$512 +7 +6%
TAM
436
Tucker Asset Management
Colorado
$8.36K +$8.48K +116 New
FFO
437
Fortitude Family Office
Arizona
$8.28K +$6.65K +91 +379%
BWA
438
Basecamp Wealth Advisors
Washington
$8.07K +$8.18K +112 New
PMFA
439
Plante Moran Financial Advisors
Michigan
$7.2K
DT
440
DV Trading
Illinois
$7.2K +$7.31K +100 New
N
441
Natixis
France
$6.99K +$7.09K +97 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$6.84K +$365 +5 +6%
CIAS
443
CBIZ Investment Advisory Services
Ohio
$6.72K +$6.8K +93 New
RIL
444
Rothschild Investment LLC
Illinois
$6.12K +$2.7K +37 +77%
CPG
445
Cornerstone Planning Group
New Jersey
$5.82K -$29.4K -402 -83%
NA
446
NewEdge Advisors
Louisiana
$5.04K +$73 +1 +1%
HNW
447
High Note Wealth
Minnesota
$4.39K -$219 -3 -5%
CIAM
448
Caitong International Asset Management
Hong Kong
$4.25K -$24K -328 -85%
BFS
449
Bare Financial Services
Pennsylvania
$4.03K +$2.85K +39 +229%
RBC
450
Roble Belko & Company
Pennsylvania
$4K +$73 +1 +2%