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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$86K -$1.78K -100 -2%
AIC
302
Ameritas Investment Company
Nebraska
$75K +$75.7K +4,249 New
LS
303
Livforsakringsbolaget Skandia
Sweden
$73K – – –
GWM
304
Geneos Wealth Management
Colorado
$62K -$2.62K -147 -4%
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$28.2K +1,584 +92%
ER
306
Enlightenment Research
Florida
$54K +$55.2K +3,100 New
BWP
307
Baldwin Wealth Partners
Massachusetts
$53K – – –
HCM
308
Hilton Capital Management
New York
$53K – – –
WIM
309
Westside Investment Management
California
$52.6K +$53.5K +3,000 New
AS
310
Altshuler Shaham
Israel
$47K -$3.14K -176 -6%
PCG
311
Private Capital Group
Connecticut
$47K +$26.8K +1,506 +132%
HCM
312
Highlander Capital Management
New Jersey
$46K – – –
PCIA
313
Prime Capital Investment Advisors
Kansas
$45K +$45.7K +2,564 New
CG
314
Cutler Group
California
$43K – – –
SMFS
315
Squar Milner Financial Services
California
$41K +$4.49K +252 +12%
RA
316
Rational Advisors
New York
$39K -$40.1K -2,250 -50%
HI
317
Hudock Inc
Pennsylvania
$39K – – –
APSP
318
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K +$766 +43 +2%
WAM
319
Wealthspire Advisors (Maryland)
Maryland
$37K – – –
SWM
320
SeaCrest Wealth Management
New York
$36K -$713 -40 -2%
QCG
321
Quadrant Capital Group
Ohio
$35K -$2.69K -151 -7%
SFSIG
322
San Francisco Sentry Investment Group
California
$35K +$35.9K +2,015 New
CFGS
323
Concourse Financial Group Securities
Alabama
$34K +$25.4K +1,428 +266%
MSFP
324
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
SF
325
Synovus Financial
Georgia
$30K +$6.04K +339 +25%
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13
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