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Agree Realty

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
476
Provenance Wealth Advisors
Florida
$1.14K – – –
S
477
Sachetta
Massachusetts
$1.06K -$606 -8 -36%
BLC
478
Brown, Lisle/Cummings
Rhode Island
$1.06K -$152 -2 -13%
HWP
479
Highline Wealth Partners
California
$1.06K – – –
TAP
480
Tounjian Advisory Partners
Florida
$985 +$985 +13 New
SWM
481
SHP Wealth Management
Massachusetts
$833 – – –
MHIP
482
Mountain Hill Investment Partners
New Jersey
$830 – – –
JFG
483
JDM Financial Group
Texas
$682 – – –
BIM
484
Breakwater Investment Management
Washington
$682 +$682 +9 New
BGAI
485
Bruce G. Allen Investments
Colorado
$606 – – –
HFS
486
Hughes Financial Services
Virginia
$606 +$455 +6 +300%
FMP
487
Financial Management Professionals
Texas
$532 – – –
FFO
488
Fortitude Family Office
Arizona
$530 -$3.56K -47 -87%
DF
489
Dunhill Financial
United Kingdom
$475 – – –
PS
490
Planning Strategies
Pennsylvania
$454 +$455 +6 New
QWM
491
Quaker Wealth Management
New Jersey
$379 – – –
SVCP
492
Silicon Valley Capital Partners
California
$308 – – –
PWA
493
Principia Wealth Advisory
Texas
$303 -$76 -1 -20%
GIA
494
GHP Investment Advisors
Colorado
$152 – – –
ACA
495
American Capital Advisory
Idaho
$76 – – –
AWM
496
Activest Wealth Management
Florida
$76 +$76 +1 New
RCM
497
Raleigh Capital Management
North Carolina
$55 – – –
PI
498
PGGM Investments
Netherlands
– -$70.3M -932,633 Closed
SO
499
STRS Ohio
Ohio
– -$18.6M -247,109 Closed
Mitsubishi UFJ Trust & Banking
500
Mitsubishi UFJ Trust & Banking
Japan
– -$11.4M -151,138 Closed