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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
APP
401
Avantax Planning Partners
Iowa
$130K -$15.2K -1,526 -10%
SAM
402
Secure Asset Management
Michigan
$130K +$135K +13,533 New
RIS
403
Retirement Income Solutions
Michigan
$128K – – –
LFAS
404
Level Four Advisory Services
Texas
$128K +$12.2K +1,219 +10%
GSIAS
405
Garden State Investment Advisory Services
New Jersey
$128K +$3.81K +382 +3%
MF
406
Manchester Financial
California
$126K +$200 +20 +0.2%
Vanguard Capital Wealth Advisors
407
Vanguard Capital Wealth Advisors
Colorado
$125K -$54.9K -5,500 -30%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$124K +$129K +12,909 New
William Blair & Company
409
William Blair & Company
Illinois
$120K +$125K +12,488 New
WP
410
WealthPLAN Partners
Nebraska
$120K – – –
BBA
411
Baader Bank Aktiengesellschaft
Germany
$120K +$158K +15,786 New
PWM
412
Perigon Wealth Management
California
$119K -$47.6K -4,769 -28%
VBCG
413
Valley Brook Capital Group
Pennsylvania
$119K +$124K +12,425 New
SIMG
414
Sonora Investment Management Group
Arizona
$119K -$36.5K -3,658 -23%
EWA
415
EverSource Wealth Advisors
Alabama
$118K +$24K +2,405 +24%
WAS
416
Winch Advisory Services
Wisconsin
$115K +$4.29K +430 +4%
BCM
417
BTC Capital Management
Iowa
$115K – – –
CSA
418
Cornerstone Select Advisors
Missouri
$113K +$118K +11,776 New
GL
419
Graypoint LLC
New York
$113K -$3.25K -325 -3%
Luther King Capital Management (LKCM)
420
Luther King Capital Management (LKCM)
Texas
$109K – – –
C
421
Covestor
United Kingdom
$109K +$22K +2,203 +24%
Lido Advisors
422
Lido Advisors
California
$108K -$101K -10,095 -48%
CCA
423
Cora Capital Advisors
New Jersey
$107K +$112K +11,200 New
ACM
424
Anfield Capital Management
California
$107K – – –
KA
425
KDT Advisors
New York
$105K – – –