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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
601
Manning & Napier Advisors
New York
$22.4K +$4.36K +414 +26%
SWP
602
Strategic Wealth Partners
Ohio
$22.1K – – –
T
603
Transce3nd
Texas
$20.4K -$790 -75 -4%
MSFP
604
Mark Sheptoff Financial Planning
Connecticut
$18.9K – – –
GCP
605
Gill Capital Partners
Colorado
$16.9K – – –
LI
606
LRI Investments
Florida
$16.9K -$41.6K -3,950 -72%
APW
607
Aventura Private Wealth
Florida
$16.4K – – –
IFWM
608
Institute for Wealth Management
Colorado
$15.6K +$15.1K +1,433 New
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$15.2K -$3.4K -323 -19%
CI
610
CX Institutional
Indiana
$15K +$2.67K +253 +22%
ZBNA
611
Zions Bancorporation, National Association
Utah
$14.9K – – –
TCOV
612
Trust Company of Vermont
Vermont
$14.5K +$14K +1,329 New
CSPIA
613
Cary Street Partners Investment Advisory
Virginia
$14.4K +$12.1K +1,145 +662%
KFP
614
Kerr Financial Planning
California
$14.4K +$306 +29 +2%
DWM
615
Darwin Wealth Management
Florida
$13.9K +$453 +43 +3%
AEPWM
616
Atlantic Edge Private Wealth Management
Florida
$13.1K – – –
VR
617
Vision Retirement
New Jersey
$12.9K – – –
MI
618
Markowski Investments
Florida
$12.8K +$12.4K +1,173 New
AF
619
Advisornet Financial
Minnesota
$12.8K -$2.14K -203 -15%
SL
620
Salomon & Ludwin
Virginia
$12.5K – – –
CJ
621
Caitlin John
Michigan
$12.1K – – –
FNWA
622
Financial Network Wealth Advisors
Utah
$12.1K – – –
SWM
623
SHP Wealth Management
Massachusetts
$12K +$11.1K +1,055 +2,293%
BW
624
Basepoint Wealth
Iowa
$11.4K +$369 +35 +3%
AWM
625
Activest Wealth Management
Florida
$11.3K +$10.4K +989 +1,939%
23 24
25
26 27