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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
OC
327
Oakworth Capital
Alabama
$17K – – –
PWM
328
Paulson Wealth Management
Illinois
$15K +$15.7K +762 New
APA
329
American Portfolios Advisors
New York
$14.9K +$15.2K +737 New
WTB
330
Washington Trust Bank
Washington
$14K -$50.8K -2,470 -78%
CCM
331
Covington Capital Management
California
$13K – – –
RFM
332
Royal Fund Management
Florida
$12K – – –
Envestnet Asset Management
333
Envestnet Asset Management
Illinois
$11K +$12.1K +586 New
PWM
334
Perigon Wealth Management
California
$10K +$1.23K +60 +14%
STA
335
Summit Trail Advisors
New York
$10K +$9.93K +483 New
EWM
336
Edge Wealth Management
New York
$8K – – –
MWM
337
MinichMacGregor Wealth Management
New York
$8K – – –
PGWM
338
Parisi Gray Wealth Management
New Jersey
$7K +$6.87K +334 New
CCM
339
Cribstone Capital Management
Maine
$6K – – –
ZB
340
Zions Bancorporation
Utah
$6K +$1.42K +69 +32%
GBT
341
Grove Bank & Trust
Florida
$5K +$4.59K +223 New
SIS
342
Sound Income Strategies
Florida
$5K +$4.93K +240 New
FRA
343
Front Row Advisors
California
$5K +$5.14K +250 New
ARMC
344
American Research & Management Company
Massachusetts
$4K – – –
AF
345
Arrow Financial
New York
$4K – – –
LWCFA
346
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
MCM
347
Mainstay Capital Management
Michigan
$4K +$4.11K +200 New
CAM
348
ClariVest Asset Management
California
$3K -$175K -8,525 -98%
TWA
349
TCI Wealth Advisors
Arizona
$3K – – –
TG
350
TLP Group
Illinois
$3K +$802 +39 +46%