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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SM
301
SG3 Management
Puerto Rico
$335K -$425K -26,300 -57%
PGWM
302
Parisi Gray Wealth Management
New Jersey
$335K – – –
JWCA
303
J.W. Coons Advisors
Ohio
$335K +$323K +20,000 New
EW
304
Evoke Wealth
California
$325K – – –
IRF
305
IBM Retirement Fund
New York
$321K -$21.4K -1,327 -6%
RIM
306
Redpoint Investment Management
Australia
$315K +$304K +18,817 New
PAM
307
Panagora Asset Management
Massachusetts
$307K +$92.1K +5,699 +45%
JWCA
308
J.W. Cole Advisors
Florida
$295K -$90K -5,571 -24%
WAM
309
World Asset Management
Michigan
$294K +$43K +2,663 +19%
SPC
310
Sigma Planning Corp
Michigan
$291K -$11.1K -686 -4%
LFF
311
Level Four Financial
Texas
$289K -$12.9K -800 -4%
NWA
312
Navis Wealth Advisors
New York
$285K – – –
Cerity Partners
313
Cerity Partners
New York
$280K +$259 +16 +0.1%
GWM
314
Geneos Wealth Management
Colorado
$277K +$8.92K +552 +4%
BRWM
315
B. Riley Wealth Management
Tennessee
$275K +$10.2K +631 +4%
CAM
316
Cresset Asset Management
Illinois
$273K +$262K +16,211 New
BC
317
Bridgefront Capital
Texas
$264K -$251K -15,526 -50%
GWMIA
318
Global Wealth Management Investment Advisory
Florida
$263K +$16.2K +1,003 +7%
BEI
319
Benjamin Edwards Inc
Missouri
$260K -$68.6K -4,242 -21%
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$254K +$66.9K +4,140 +38%
KFA
321
Kelleher Financial Advisors
New York
$254K +$245K +15,166 New
BCM
322
Bluefin Capital Management
New York
$253K -$385K -23,800 -61%
TC
323
TownSquare Capital
Utah
$250K -$51.4K -3,183 -18%
KWM
324
Kingsview Wealth Management
Oregon
$246K +$614 +38 +0.3%
UMC
325
United Maritime Capital
New York
$241K +$233K +14,394 New