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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
APP
401
Avantax Planning Partners
Iowa
$261K -$30.9K -2,929 -11%
NAAA
402
New Age Alpha Advisors
New York
$261K +$252K +23,906 New
FA
403
Fiduciary Alliance
South Carolina
$257K -$16.9K -1,608 -6%
AFA
404
AA Financial Advisors
Ohio
$252K
MOS
405
MGO One Seven
Ohio
$249K -$2.42K -230 -1%
EI
406
Ellevest Inc
New York
$248K -$49.7K -4,713 -17%
PWG
407
Portside Wealth Group
Utah
$246K -$33.8K -3,206 -12%
CFD
408
Creative Financial Designs
Indiana
$244K +$52.7K +5,000 +29%
OIA
409
OneDigital Investment Advisors
Kansas
$244K +$4.3K +408 +2%
1WA
410
180 Wealth Advisors
Washington
$241K +$443 +42 +0.2%
ECSS
411
Eurizon Capital SGR SpA
$239K -$278K -26,361 -55%
E3F
412
Eight 31 Financial
Texas
$239K +$49.4K +4,684 +27%
RIM
413
Redwood Investment Management
Arizona
$235K +$7.64K +725 +3%
VT
414
Vise Technologies
New York
$234K -$33.6K -3,189 -13%
PCM
415
Permanent Capital Management
Illinois
$232K +$104K +9,880 +88%
DTC
416
Davidson Trust Company
Washington
$232K -$22.1K -2,100 -9%
SEP
417
Southland Equity Partners
Missouri
$231K
SAM
418
Sagewood Asset Management
New York
$231K +$21.9K +2,079 +11%
NAM
419
NorthCrest Asset Manangement
Minnesota
$225K +$215K +20,360 New
BNP Paribas Asset Management
420
BNP Paribas Asset Management
France
$225K -$29.5K -2,801 -12%
RFA
421
Register Financial Advisors
Georgia
$223K
WAS
422
Winch Advisory Services
Wisconsin
$221K +$1.86K +177 +0.9%
IWM
423
IHT Wealth Management
Illinois
$217K -$9.42K -894 -4%
FFG
424
Frisch Financial Group
New York
$215K
IA
425
Insight Advisors
Pennsylvania
$213K -$6.21K -589 -3%