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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$107K -$1.01M -102,016 -90%
IWC
327
Integrated Wealth Concepts
Massachusetts
$106K +$112K +11,270 New
ACM
328
Anfield Capital Management
California
$105K +$110K +11,142 New
HCM
329
Highlander Capital Management
New Jersey
$105K +$88K +8,890 +395%
JWCA
330
J.W. Cole Advisors
Florida
$104K +$109K +10,972 New
TWM
331
Tradition Wealth Management
Minnesota
$101K -$40.7K -4,116 -28%
WIM
332
WealthPlan Investment Management
Nebraska
$99.9K +$105K +10,583 New
SW
333
SkyOak Wealth
Michigan
$98.7K
CWM
334
Collaborative Wealth Management
Florida
$96.2K
STA
335
Summit Trail Advisors
New York
$96.1K -$44.8K -4,523 -31%
SLFPAM
336
St. Louis Financial Planners Asset Management
Missouri
$95.2K -$2.07K -209 -2%
PG
337
Proffitt & Goodson
Tennessee
$94.8K
GC
338
Gratus Capital
Georgia
$94.4K
PCWA
339
Pacific Capital Wealth Advisors
California
$94.4K
AWM
340
Axxcess Wealth Management
California
$94.4K +$99K +10,000 New
MC
341
Meteora Capital
Florida
$94.4K +$99K +10,000 New
CCA
342
Catalyst Capital Advisors
New York
$94K -$12K -1,210 -11%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$93K -$6.48K -655 -6%
AAG
344
Armstrong Advisory Group
Massachusetts
$89.8K +$247 +25 +0.3%
KBC Group
345
KBC Group
Belgium
$84K +$87.6K +8,850 New
TPCW
346
TD Private Client Wealth
New York
$69.8K -$3.66K -370 -5%
TF
347
Tompkins Financial
New York
$68.4K
BWP
348
Baldwin Wealth Partners
Massachusetts
$66.1K
GRP
349
Global Retirement Partners
California
$65.4K +$2.55K +258 +4%
S
350
SignatureFD
Georgia
$65.2K -$69.3K -7,007 -50%