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AGNC Investment
AGNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
651
Principia Wealth Advisory
Texas
$1.16K +$619 +56 +93%
CFM
652
Cornerstone Financial Management
Massachusetts
$1.14K -$1.29K -117 -51%
KCM
653
Key Capital Management
Tennessee
$1.09K – – –
TPWA
654
Twin Peaks Wealth Advisors
California
$1.08K +$1.19K +108 New
CAL
655
Capital Advisors Ltd
Ohio
$1K – – –
KFI
656
Key Financial Inc
Pennsylvania
$893 – – –
FGA
657
Fortis Group Advisors
New Jersey
$853 -$140K -12,700 -99%
GSEP
658
Golden State Equity Partners
California
$772 +$851 +77 New
AG
659
AmeriFlex Group
Nevada
$602 – – –
TWD
660
True Wealth Design
Ohio
$572 – – –
AWM
661
Activest Wealth Management
Florida
$512 -$21.7K -1,966 -97%
RWM
662
Raffa Wealth Management
District of Columbia
$471 – – –
IWS
663
Intentional Wealth Strategies
Colorado
$461 +$509 +46 New
SWM
664
SHP Wealth Management
Massachusetts
$461 +$509 +46 New
TM
665
Torren Management
California
$452 +$11 +1 +2%
RWM
666
Rialto Wealth Management
New York
$442 +$487 +44 New
TWM
667
TopTier Wealth Management
Wisconsin
$401 +$442 +40 New
SHIM
668
Stone House Investment Management
Pennsylvania
$281 – – –
HAP
669
Harbor Asset Planning
Massachusetts
$278 – – –
MG
670
Mather Group
Illinois
$273 +$299 +27 New
MCM
671
MV Capital Management
Maryland
$261 +$55 +5 +24%
PWMA
672
Pension & Wealth Management Advisors
Massachusetts
$251 – – –
LWMI
673
Legacy Wealth Management (Idaho)
Idaho
$234 -$88 -8 -26%
QWM
674
Quaker Wealth Management
New Jersey
$221 +$88 +8 +57%
DF
675
Dunhill Financial
United Kingdom
$213 – – –
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27
28 29