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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$262K – – –
APP
402
Avantax Planning Partners
Iowa
$261K -$30.9K -2,929 -11%
NAAA
403
New Age Alpha Advisors
New York
$261K +$252K +23,906 New
FA
404
Fiduciary Alliance
South Carolina
$257K -$16.9K -1,608 -6%
AFA
405
AA Financial Advisors
Ohio
$252K – – –
MOS
406
MGO One Seven
Ohio
$249K -$2.42K -230 -1%
EI
407
Ellevest Inc
New York
$248K -$49.7K -4,713 -17%
PWG
408
Portside Wealth Group
Utah
$246K -$33.8K -3,206 -12%
CFD
409
Creative Financial Designs
Indiana
$244K +$52.7K +5,000 +29%
OIA
410
OneDigital Investment Advisors
Kansas
$244K +$4.3K +408 +2%
1WA
411
180 Wealth Advisors
Washington
$241K +$443 +42 +0.2%
ECSS
412
Eurizon Capital SGR SpA
$239K -$278K -26,361 -55%
E3F
413
Eight 31 Financial
Texas
$239K +$49.4K +4,684 +27%
RIM
414
Redwood Investment Management
Arizona
$235K +$7.64K +725 +3%
VT
415
Vise Technologies
New York
$234K -$33.6K -3,189 -13%
PCM
416
Permanent Capital Management
Illinois
$232K +$104K +9,880 +88%
DTC
417
Davidson Trust Company
Washington
$232K -$22.1K -2,100 -9%
SEP
418
Southland Equity Partners
Missouri
$231K – – –
SAM
419
Sagewood Asset Management
New York
$231K +$21.9K +2,079 +11%
NAM
420
NorthCrest Asset Manangement
Minnesota
$225K +$215K +20,360 New
BNP Paribas Asset Management
421
BNP Paribas Asset Management
France
$225K -$29.5K -2,801 -12%
RFA
422
Register Financial Advisors
Georgia
$223K – – –
WAS
423
Winch Advisory Services
Wisconsin
$221K +$1.86K +177 +0.9%
IWM
424
IHT Wealth Management
Illinois
$217K -$9.42K -894 -4%
FFG
425
Frisch Financial Group
New York
$215K – – –