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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
626
Capital Advisors Ltd
Ohio
$1K – – –
KFI
627
Key Financial Inc
Pennsylvania
$954 -$740 -72 -45%
AWA
628
Acumen Wealth Advisors
Tennessee
$824 +$781 +76 New
AF
629
Abound Financial
California
$793 +$761 +74 New
RFP
630
Root Financial Partners
California
$718 -$41 -4 -6%
AG
631
AmeriFlex Group
Nevada
$643 -$617 -60 -50%
PWA
632
Principia Wealth Advisory
Texas
$643 +$483 +47 +362%
TWD
633
True Wealth Design
Ohio
$612 – – –
B
634
Bayban
Minnesota
$536 +$514 +50 New
VWWMG
635
Vermillion & White Wealth Management Group
Pennsylvania
$531 +$504 +49 New
RWM
636
Raffa Wealth Management
District of Columbia
$504 – – –
TM
637
Torren Management
California
$467 +$452 +44 New
LWMI
638
Legacy Wealth Management (Idaho)
Idaho
$330 +$10 +1 +3%
SHIM
639
Stone House Investment Management
Pennsylvania
$300 +$288 +28 New
HAP
640
Harbor Asset Planning
Massachusetts
$297 – – –
PWMA
641
Pension & Wealth Management Advisors
Massachusetts
$268 -$17K -1,656 -99%
DF
642
Dunhill Financial
United Kingdom
$228 +$216 +21 New
MCM
643
MV Capital Management
Maryland
$226 +$62 +6 +40%
OC
644
Optima Capital
Oregon
$152 +$144 +14 New
DF
645
DecisionPoint Financial
Arizona
$151 – – –
QWM
646
Quaker Wealth Management
New Jersey
$151 +$144 +14 New
DRP
647
Decker Retirement Planning
Utah
$54 -$3.15K -306 -98%
CFFP
648
Center for Financial Planning
Michigan
$33 – – –
WWA
649
Wealth Watch Advisors
Colorado
$11 – – –
Artemis Investment Management
650
Artemis Investment Management
United Kingdom
– -$14.3M -1,458,097 Closed