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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
601
Delta Asset Management
Tennessee
$25.1K +$24.2K +2,300 New
CA
602
CoreCap Advisors
Michigan
$24.8K -$5.48K -520 -19%
HHCP
603
Hilton Head Capital Partners
South Carolina
$22.9K – – –
MA
604
Montag & Associates
Georgia
$22.9K – – –
MNA
605
Manning & Napier Advisors
New York
$22.4K +$4.36K +414 +26%
SWP
606
Strategic Wealth Partners
Ohio
$22.1K – – –
T
607
Transce3nd
Texas
$20.4K -$790 -75 -4%
MSFP
608
Mark Sheptoff Financial Planning
Connecticut
$18.9K – – –
GCP
609
Gill Capital Partners
Colorado
$16.9K – – –
LI
610
LRI Investments
Florida
$16.9K -$41.6K -3,950 -72%
APW
611
Aventura Private Wealth
Florida
$16.4K – – –
IFWM
612
Institute for Wealth Management
Colorado
$15.6K +$15.1K +1,433 New
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$15.2K -$3.4K -323 -19%
CI
614
CX Institutional
Indiana
$15K +$2.67K +253 +22%
ZBNA
615
Zions Bancorporation, National Association
Utah
$14.9K – – –
TCOV
616
Trust Company of Vermont
Vermont
$14.5K +$14K +1,329 New
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$14.4K +$12.1K +1,145 +662%
KFP
618
Kerr Financial Planning
California
$14.4K +$306 +29 +2%
DWM
619
Darwin Wealth Management
Florida
$13.9K +$453 +43 +3%
AEPWM
620
Atlantic Edge Private Wealth Management
Florida
$13.1K – – –
VR
621
Vision Retirement
New Jersey
$12.9K – – –
MI
622
Markowski Investments
Florida
$12.8K +$12.4K +1,173 New
AF
623
Advisornet Financial
Minnesota
$12.8K -$2.14K -203 -15%
SL
624
Salomon & Ludwin
Virginia
$12.5K – – –
CJ
625
Caitlin John
Michigan
$12.1K – – –
23 24
25
26 27