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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
STA
351
Summit Trail Advisors
New York
$316K +$57.8K +5,228 +20%
NDSIB
352
North Dakota State Investment Board
North Dakota
$314K -$59.8K -5,411 -15%
EFG
353
Everest Financial Group
Minnesota
$313K +$345K +31,200 New
CFGSD
354
Compass Financial Group (South Dakota)
South Dakota
$309K +$103K +9,293 +43%
MA
355
Mutual Advisors
Nebraska
$309K +$15.4K +1,391 +5%
TWM
356
TRB Wealth Management
Texas
$308K +$335K +30,310 New
AOCA
357
Angel Oak Capital Advisors
Georgia
$306K
Principal Financial Group
358
Principal Financial Group
Iowa
$302K +$8.15K +737 +3%
HWM
359
HB Wealth Management
Georgia
$301K -$8.06K -729 -2%
IAS
360
Insigneo Advisory Services
Florida
$295K +$325K +29,397 New
AWS
361
Aspen Wealth Strategies
Colorado
$288K
CP
362
Castleview Partners
Texas
$286K -$128K -11,600 -29%
SS
363
Sunbelt Securities
Texas
$285K -$45.1K -4,079 -13%
AAG
364
Armstrong Advisory Group
Massachusetts
$285K -$6.17K -558 -2%
HW
365
HORAN Wealth
Ohio
$285K
NL
366
NWAM LLC
Washington
$276K -$608 -55 -0.2%
EI
367
Ellevest Inc
New York
$276K +$59.1K +5,347 +24%
MAS
368
Meeder Advisory Services
Ohio
$273K -$16.9K -1,527 -5%
FA
369
Fiduciary Alliance
South Carolina
$271K -$16.8K -1,521 -6%
APP
370
Avantax Planning Partners
Iowa
$269K -$34.5K -3,118 -10%
VA
371
Vident Advisory
Georgia
$266K -$74.3K -6,719 -20%
KFGK
372
Keystone Financial Group (Kentucky)
Kentucky
$265K +$90.5K +8,180 +45%
SO
373
STRS Ohio
Ohio
$265K +$8.78K +794 +3%
VT
374
Vise Technologies
New York
$265K
JIC
375
Joel Isaacson & Co
New York
$264K -$35.7K -3,230 -11%