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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
451
Spectrum Wealth Counsel
Indiana
$2.28K – – –
FFO
452
Fortitude Family Office
Arizona
$2.27K – – –
MG
453
Mather Group
Illinois
$2.16K +$2.12K +220 New
RWPA
454
Richard W. Paul & Associates
Michigan
$1.98K – – –
VAMG
455
Voisard Asset Management Group
Michigan
$1.98K – – –
VWM
456
Venturi Wealth Management
Texas
$1.71K +$1.67K +173 New
HGERS
457
Householder Group Estate & Retirement Specialist
Arizona
$1.36K +$10 +1 +0.7%
A
458
AlphaQuest
New York
$1.35K +$1.31K +136 New
PP
459
PFS Partners
New Jersey
$1.09K +$1.06K +110 New
SFA
460
Semmax Financial Advisors
North Carolina
$1.07K +$39 +4 +4%
BL
461
BFSG LLC
California
$1.07K +$1.04K +108 New
POIA
462
Pin Oak Investment Advisors
Texas
$1K – – –
S
463
Sachetta
Massachusetts
$972 – – –
KFI
464
Key Financial Inc
Pennsylvania
$881 – – –
FGA
465
Fortis Group Advisors
New Jersey
$842 -$820 -85 -50%
RWM
466
Raffa Wealth Management
District of Columbia
$465 – – –
BF
467
BOK Financial
Oklahoma
$235 – – –
BTI
468
Blue Trust Inc
Georgia
$198 -$193 -20 -50%
QC
469
Quent Capital
New York
$168 -$1.09K -113 -87%
AssetMark Inc
470
AssetMark Inc
California
$109 -$231 -24 -69%
MCM
471
MV Capital Management
Maryland
$109 +$29 +3 +38%
AEPWM
472
Atlantic Edge Private Wealth Management
Florida
$44 – – –
CFFP
473
Center for Financial Planning
Michigan
$30 – – –
GI
474
Gradient Investments
Minnesota
$6 -$7.06K -732 -100%
WMSA
475
Weiss Multi-Strategy Advisers
New York
– -$9.16M -933,903 Closed