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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
326
Vestmark Advisory Solutions
Massachusetts
$121K +$15.6K +1,434 +14%
MIM
327
MetLife Investment Management
New Jersey
$119K +$272 +25 +0.2%
IWM
328
IHT Wealth Management
Illinois
$119K -$250K -22,997 -66%
CG
329
CFO4Life Group
Texas
$119K +$128K +11,806 New
PPW
330
Pasadena Private Wealth
California
$119K +$128K +11,760 New
SWA
331
Stratos Wealth Advisors
Ohio
$118K +$8.7K +800 +7%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$118K +$7.96K +732 +7%
GAM
333
Gotham Asset Management
New York
$116K +$126K +11,542 New
RIL
334
Rothschild Investment LLC
Illinois
$116K +$125K +11,481 New
MA
335
Mutual Advisors
Nebraska
$115K +$124K +11,365 New
SLFPAM
336
St. Louis Financial Planners Asset Management
Missouri
$111K +$120K +10,999 New
PWM
337
Perigon Wealth Management
California
$110K -$185K -16,971 -61%
CW
338
CreativeOne Wealth
Kansas
$110K -$110K -10,072 -48%
KWM
339
Kingsview Wealth Management
Oregon
$108K +$116K +10,683 New
WIM
340
WealthPlan Investment Management
Nebraska
$107K -$87.5K -8,049 -43%
KFSC
341
Keystone Financial Services (Colorado)
Colorado
$105K +$239 +22 +0.2%
WAM
342
Weiss Asset Management
Massachusetts
$104K +$112K +10,336 New
PG
343
Proffitt & Goodson
Tennessee
$101K +$82.4K +7,577 +307%
C
344
Covestor
United Kingdom
$101K -$34.6K -3,177 -24%
GRP
345
Global Retirement Partners
California
$90.4K +$42.8K +3,935 +69%
O
346
Ossiam
France
$86.3K +$19.1K +1,759 +26%
GWM
347
Geneos Wealth Management
Colorado
$82.7K +$45.7K +4,200 +105%
CCA
348
Catalyst Capital Advisors
New York
$80.7K +$435 +40 +0.5%
WP
349
WealthPLAN Partners
Nebraska
$80.6K -$116K -10,632 -57%
TF
350
Tompkins Financial
New York
$73.1K – – –