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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
376
Motiv8 Investments
Florida
$148K +$9.39K +940 +6%
ORC
377
O'Rourke & Company
Massachusetts
$147K +$1.85K +185 +1%
WCG
378
Weaver Consulting Group
California
$147K +$1.43K +143 +0.9%
HWM
379
HB Wealth Management
Georgia
$147K +$12.9K +1,296 +9%
JCFM
380
JBR Co Financial Management
Oklahoma
$146K +$152K +15,252 New
WA
381
Waverly Advisors
Alabama
$146K +$19.2K +1,922 +14%
IA
382
Insight Advisors
Pennsylvania
$145K – – –
IC
383
IEQ Capital
California
$145K +$9.68K +969 +7%
RL
384
Rogco LP
Oklahoma
$144K – – –
MMA
385
Miracle Mile Advisors
California
$143K +$6.45K +646 +5%
KWM
386
Kingsview Wealth Management
Oregon
$142K -$4.18K -419 -3%
PCM
387
Polymer Capital Management
New York
$142K +$148K +14,807 New
BCI
388
Brinker Capital Investments
Pennsylvania
$142K +$38.1K +3,812 +35%
OPS
389
Orion Portfolio Solutions
Nebraska
$142K +$38.1K +3,812 +35%
BJL
390
Brighton Jones LLC
Washington
$141K +$147K +14,736 New
TPCW
391
TD Private Client Wealth
New York
$141K +$43.5K +4,361 +42%
GWA
392
Genesis Wealth Advisors
Massachusetts
$140K +$6.53K +654 +5%
TCM
393
Traynor Capital Management
Pennsylvania
$139K +$145K +14,507 New
TPW
394
Talon Private Wealth
Florida
$134K +$4.99K +500 +4%
CW
395
CreativeOne Wealth
Kansas
$134K +$12.4K +1,237 +10%
IAS
396
Insigneo Advisory Services
Florida
$132K +$15.3K +1,529 +13%
KWA
397
Kingswood Wealth Advisors
California
$132K +$138K +13,807 New
EWM
398
Empirical Wealth Management
Washington
$131K +$137K +13,722 New
SLAM
399
Swiss Life Asset Management
$131K +$23.4K +2,348 +21%
FMTC
400
Farmers & Merchants Trust Company
California
$130K +$2.48K +248 +2%
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16
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