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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
351
Bluefin Capital Management
New York
$109K -$554K -57,400 -84%
TI
352
Tidal Investments
Wisconsin
$108K +$105K +10,906 New
OC
353
Oarsman Capital
Wisconsin
$108K – – –
PA
354
PFG Advisors
Arizona
$106K -$4.82K -500 -4%
GWP
355
Gateway Wealth Partners
Wisconsin
$106K -$16.3K -1,691 -14%
WIM
356
WealthPlan Investment Management
Nebraska
$105K – – –
PFS
357
Prospera Financial Services
Texas
$104K +$102K +10,536 New
SW
358
SkyOak Wealth
Michigan
$103K – – –
EFS
359
Essex Financial Services
Connecticut
$103K – – –
TPCW
360
TD Private Client Wealth
New York
$103K +$40.7K +4,219 +68%
WA
361
Waverly Advisors
Alabama
$103K +$100K +10,391 New
ECM
362
Evergreen Capital Management
Washington
$103K +$99K +10,265 New
OA
363
Oracle Alpha
Ontario, Canada
$99.2K -$75.3K -7,808 -44%
AWM
364
Axxcess Wealth Management
California
$99K – – –
GHAM
365
Gilman Hill Asset Management
Connecticut
$99K – – –
PCWA
366
Pacific Capital Wealth Advisors
California
$99K – – –
PG
367
Proffitt & Goodson
Tennessee
$96K – – –
CHA
368
Carmichael Hill & Associates
Maryland
$92.4K +$9.22K +956 +11%
RIL
369
Rothschild Investment LLC
Illinois
$91.1K – – –
WCM
370
Westend Capital Management
California
$75.4K +$73.5K +7,618 New
RG
371
Retirement Group
California
$75.3K +$26.8K +2,778 +58%
PTC
372
Private Trust Company
Ohio
$72.7K +$9.28K +962 +15%
TF
373
Tompkins Financial
New York
$71.8K – – –
JWM
374
Janiczek Wealth Management
Colorado
$71.2K – – –
BWP
375
Baldwin Wealth Partners
Massachusetts
$69.3K – – –
13 14
15
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