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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
651
Key Capital Management
Tennessee
$1.09K – – –
TPWA
652
Twin Peaks Wealth Advisors
California
$1.08K +$1.19K +108 New
CAL
653
Capital Advisors Ltd
Ohio
$1K – – –
KFI
654
Key Financial Inc
Pennsylvania
$893 – – –
FGA
655
Fortis Group Advisors
New Jersey
$853 -$140K -12,700 -99%
GSEP
656
Golden State Equity Partners
California
$772 +$851 +77 New
AG
657
AmeriFlex Group
Nevada
$602 – – –
TWD
658
True Wealth Design
Ohio
$572 – – –
AWM
659
Activest Wealth Management
Florida
$512 -$21.7K -1,966 -97%
RWM
660
Raffa Wealth Management
District of Columbia
$471 – – –
IWS
661
Intentional Wealth Strategies
Colorado
$461 +$509 +46 New
SWM
662
SHP Wealth Management
Massachusetts
$461 +$509 +46 New
TM
663
Torren Management
California
$452 +$11 +1 +2%
RWM
664
Rialto Wealth Management
New York
$442 +$487 +44 New
TWM
665
TopTier Wealth Management
Wisconsin
$401 +$442 +40 New
SHIM
666
Stone House Investment Management
Pennsylvania
$281 – – –
HAP
667
Harbor Asset Planning
Massachusetts
$278 – – –
MG
668
Mather Group
Illinois
$273 +$299 +27 New
MCM
669
MV Capital Management
Maryland
$261 +$55 +5 +24%
PWMA
670
Pension & Wealth Management Advisors
Massachusetts
$251 – – –
LWMI
671
Legacy Wealth Management (Idaho)
Idaho
$234 -$88 -8 -26%
QWM
672
Quaker Wealth Management
New Jersey
$221 +$88 +8 +57%
DF
673
Dunhill Financial
United Kingdom
$213 – – –
HFS
674
Hughes Financial Services
Virginia
$181 +$199 +18 New
BCWM
675
Bartlett & Co Wealth Management
Ohio
$149 +$155 +14 New
25 26
27
28 29