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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Baldrige Asset Management
Pennsylvania
$40K +$41.9K +2,360 New
HCM
402
Highlander Capital Management
New Jersey
$38K
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$373 +21 +0.9%
HIA
404
Harbor Investment Advisory
Maryland
$34K
JPLA
405
Joseph P. Lucia & Associates
New York
$34K +$35.5K +2,000 New
ACA
406
Atlas Capital Advisors
Wyoming
$33.8K +$35.5K +2,000 New
GWSG
407
GPS Wealth Strategies Group
Colorado
$33K -$4K -225 -10%
QCG
408
Quadrant Capital Group
Ohio
$32K +$213 +12 +0.6%
SGAM
409
Smith Group Asset Management
Texas
$31K -$1.67K -94 -5%
TIM
410
Tortoise Investment Management
New York
$30K +$8.88K +500 +40%
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$29K
FPS
412
Fieldpoint Private Securities
Connecticut
$29K +$2.31K +130 +8%
DOA
413
D'Orazio & Associates
Virginia
$29K +$5.08K +286 +20%
JWM
414
Janiczek Wealth Management
Colorado
$25K
ETC
415
Exchange Traded Concepts
Oklahoma
$24K +$18.3K +1,030 +278%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$22K -$9.17K -516 -29%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
PI
418
PEAK6 Investments
Illinois
$21K +$22.3K +1,254 New
LPWM
419
Lake Point Wealth Management
Texas
$20K +$21.3K +1,200 New
AA
420
AlphaMark Advisors
Kentucky
$19K
AF
421
Allworth Financial
California
$19K +$89 +5 +0.4%
APWA
422
Atlas Private Wealth Advisors
New Jersey
$19K +$2.01K +113 +11%
NFG
423
Next Financial Group
Texas
$17K -$24.7K -1,393 -57%
WT
424
Whittier Trust
California
$17K
AWM
425
Activest Wealth Management
Florida
$15K