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AGNC Investment

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$1.05M -$77K -6,962 -6%
SAM
202
Simplify Asset Management
Nevada
$1.04M -$260K -23,552 -19%
QIM
203
Quantitative Investment Management
Virginia
$1.03M +$223K +20,181 +24%
IAA
204
Independent Advisor Alliance
North Carolina
$1.03M -$22.7K -2,054 -2%
FFA
205
Farther Finance Advisors
California
$1.02M +$954K +86,245 +570%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$1.01M
JC
207
JBF Capital
Colorado
$1M +$1.11M +100,000 New
SAMU
208
SONA Asset Management (US)
New York
$1M +$1.11M +100,000 New
IIC
209
Integrated Investment Consultants
Michigan
$979K +$315K +28,531 +41%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$976K +$63.4K +5,733 +6%
GAM
211
Gotham Asset Management
New York
$968K +$221K +20,000 +26%
WW
212
Waterfront Wealth
Kansas
$957K -$904K -81,719 -46%
GC
213
Guidance Capital
Kentucky
$956K +$37K +3,349 +4%
SMA
214
Sage Mountain Advisors
Georgia
$950K -$5.24K -474 -0.5%
AWA
215
Arkadios Wealth Advisors
Georgia
$947K +$1.37K +124 +0.1%
TI
216
Tidal Investments
Wisconsin
$945K -$268K -24,225 -20%
MSFS
217
Main Street Financial Solutions
Pennsylvania
$920K -$6.77K -612 -0.7%
SAI
218
Savvy Advisors Inc
New York
$915K +$111K +10,057 +12%
CSA
219
Cornerstone Select Advisors
Missouri
$911K +$444K +40,114 +79%
DWM
220
Diversify Wealth Management
Utah
$896K +$903K +81,677 New
WIM
221
Wiregrass Investment Management
Georgia
$891K +$982K +88,794 New
S
222
Steadtrust
Texas
$889K -$4.42K -400 -0.4%
PFS
223
Prospera Financial Services
Texas
$883K +$251K +22,694 +35%
FAG
224
Fortitude Advisory Group
Washington
$883K -$18.3K -1,656 -2%
DAS
225
Diversify Advisory Services
Utah
$874K +$14.4K +1,301 +2%