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Agree Realty
ADC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
451
High Note Wealth
Minnesota
$4.6K – – –
GWM
452
Geneos Wealth Management
Colorado
$4.6K +$4.62K +61 New
FFO
453
Fortitude Family Office
Arizona
$4.07K -$4.62K -61 -53%
RBC
454
Roble Belko & Company
Pennsylvania
$4K – – –
ANBT
455
American National Bank & Trust
Texas
$3.92K – – –
BIA
456
Bell Investment Advisors
California
$3.85K – – –
VERPA
457
Virginia Estate & Retirement Planning Advisors
Virginia
$3.58K +$3.56K +47 New
TPCW
458
TD Private Client Wealth
New York
$3.54K +$1.52K +20 +74%
RWM
459
Rialto Wealth Management
New York
$3.24K +$758 +10 +30%
MAFA
460
MJT & Associates Financial Advisory
Minnesota
$3.02K – – –
JWM
461
JPL Wealth Management
Colorado
$3.02K +$3.03K +40 New
CI
462
CX Institutional
Indiana
$3K +$3.49K +46 New
GFA
463
Godfrey Financial Associates
New York
$2.79K -$379 -5 -12%
CA
464
Clearstead Advisors
Ohio
$2.56K -$32.2K -425 -93%
SEP
465
Signature Equity Partners
Ohio
$2.04K – – –
AW
466
Avion Wealth
Texas
$2K – – –
SWP
467
Strategic Wealth Partners
Ohio
$1.96K – – –
RF
468
Rossby Financial
Florida
$1.9K +$1.9K +25 New
SFS
469
Sunrise Financial Services
Washington
$1.89K – – –
ZBNA
470
Zions Bancorporation, National Association
Utah
$1.73K +$1.74K +23 New
PWMG
471
Private Wealth Management Group
New Jersey
$1.66K – – –
S
472
Sachetta
Massachusetts
$1.6K – – –
AFG
473
Albion Financial Group
Utah
$1.58K +$1.59K +21 New
EP
474
Essential Partners
California
$1.51K -$1.21K -16 -44%
MCM
475
Manchester Capital Management
Vermont
$1.51K – – –
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19
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