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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$18.5K – – –
FCG
552
Financial Connections Group
California
$18K +$627 +61 +4%
RF
553
Robinswood Financial
Washington
$16.8K +$8.02K +780 +99%
APW
554
Aventura Private Wealth
Florida
$16.1K – – –
LGWM
555
Litman Gregory Wealth Management
California
$16.1K +$15.4K +1,500 New
ACM
556
Aster Capital Management
United Arab Emirates
$15.1K +$14.4K +1,405 New
TCOV
557
Trust Company of Vermont
Vermont
$14.2K – – –
KFP
558
Kerr Financial Planning
California
$14.2K +$278 +27 +2%
BC
559
Broadwater Capital
Massachusetts
$14.2K – – –
ZBNA
560
Zions Bancorporation, National Association
Utah
$13.4K +$12.9K +1,254 New
VR
561
Vision Retirement
New Jersey
$13.2K +$12.6K +1,227 New
ME
562
McIlrath & Eck
Washington
$13.1K – – –
CWM
563
Cedar Wealth Management
California
$13.1K +$12.5K +1,220 New
CA
564
Crewe Advisors
Utah
$12.9K – – –
AEPWM
565
Atlantic Edge Private Wealth Management
Florida
$12.9K – – –
AF
566
Advisornet Financial
Minnesota
$12.8K +$1.84K +179 +18%
DWM
567
Darwin Wealth Management
Florida
$12.8K +$421 +41 +4%
SL
568
Salomon & Ludwin
Virginia
$12.8K – – –
RF
569
Rossby Financial
Florida
$12.3K -$54.8K -5,333 -82%
CJ
570
Caitlin John
Michigan
$11.9K -$113 -11 -1%
FNWA
571
Financial Network Wealth Advisors
Utah
$11.9K – – –
EB
572
Eastern Bank
Massachusetts
$10.7K – – –
BW
573
Basepoint Wealth
Iowa
$10.5K +$10K +976 New
RIL
574
Rothschild Investment LLC
Illinois
$9.81K +$8.79K +855 +1,425%
CFB
575
Cullen/Frost Bankers
Texas
$8.58K – – –