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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$134K -$2.25K -252 -2%
William Blair & Company
402
William Blair & Company
Illinois
$133K +$17.6K +1,962 +16%
OC
403
Oarsman Capital
Wisconsin
$132K +$31.5K +3,520 +32%
EWA
404
EverSource Wealth Advisors
Alabama
$131K +$17.2K +1,924 +16%
CW
405
CreativeOne Wealth
Kansas
$130K +$1.02K +114 +0.8%
PAS
406
Park Avenue Securities
New York
$127K -$164K -18,376 -57%
FMTC
407
Farmers & Merchants Trust Company
California
$127K +$1.73K +193 +1%
TPCW
408
TD Private Client Wealth
New York
$127K -$8.07K -902 -6%
LFAS
409
Level Four Advisory Services
Texas
$124K +$1.15K +129 +1%
MF
410
Manchester Financial
California
$122K +$626 +70 +0.5%
HT
411
Headlands Technologies
Illinois
$121K +$118K +13,180 New
SEIA
412
Signature Estate & Investment Advisors
California
$119K +$116K +13,002 New
HCM
413
Hilton Capital Management
New York
$119K +$116K +13,000 New
SG
414
StoneX Group
New York
$118K +$113K +12,647 New
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$117K -$1.49K -167 -1%
MAS
416
Meeder Advisory Services
Ohio
$115K +$14.9K +1,660 +15%
WAS
417
Winch Advisory Services
Wisconsin
$115K +$4.45K +497 +4%
WP
418
WealthPLAN Partners
Nebraska
$115K – – –
VBCG
419
Valley Brook Capital Group
Pennsylvania
$114K – – –
S
420
SignatureFD
Georgia
$114K +$37K +4,135 +50%
SIMG
421
Sonora Investment Management Group
Arizona
$114K – – –
DB
422
Danske Bank
Denmark
$111K +$106K +11,804 +3,935%
BCM
423
BTC Capital Management
Iowa
$110K – – –
GSIAS
424
Garden State Investment Advisory Services
New Jersey
$110K -$11.9K -1,327 -10%
BFA
425
Beacon Financial Advisory
Ohio
$110K +$107K +11,953 New