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Annaly Capital Management
NLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
501
Compass Financial Advisors
Indiana
$145K +$155K +4,620 New
SAM
502
Secure Asset Management
Michigan
$142K +$20.3K +603 +15%
RIA
503
Realta Investment Advisors
Delaware
$142K +$25.9K +770 +20%
FB
504
First Bancorp
Maine
$141K -$25.2K -750 -14%
FFA
505
Founders Financial Alliance
North Carolina
$140K -$14.1K -419 -9%
MFA
506
Mayflower Financial Advisors
Massachusetts
$139K +$149K +4,433 New
CAG
507
Csenge Advisory Group
Florida
$137K +$129K +3,840 New
PFS
508
Prospera Financial Services
Texas
$136K +$2.66K +79 +2%
AI
509
ArchPoint Investors
Florida
$135K -$5.38M -160,163 -97%
BWA
510
BDO Wealth Advisors
Florida
$135K -$139K -4,128 -49%
WAAG
511
Wealth Alliance Advisory Group
Kansas
$133K +$2.72K +81 +2%
MYAM
512
Meiji Yasuda Asset Management
Japan
$133K +$12.1K +359 +9%
PIA
513
Perennial Investment Advisors
California
$133K +$143K +4,256 New
UAS
514
United Asset Strategies
New York
$131K -$623K -18,537 -82%
EP
515
Edgestream Partners
New Jersey
$129K -$39.8K -1,184 -22%
SP
516
Successful Portfolios
Florida
$129K -$2.69K -80 -2%
NFSG
517
Newbridge Financial Services Group
Florida
$129K +$4.64K +138 +3%
MC
518
Moors & Cabot
Massachusetts
$128K -$43.6K -1,298 -24%
FAIM
519
Financial Advocates Investment Management
Washington
$127K +$504 +15 +0.4%
ICP
520
Interchange Capital Partners
Pennsylvania
$127K +$137K +4,061 New
RCA
521
Reitz Capital Advisors
Michigan
$124K -$76.4K -2,274 -39%
LA
522
Latitude Advisors
Florida
$124K +$3.29K +98 +3%
IIA
523
IPG Investment Advisors
California
$124K +$129K +3,850 New
SFWA
524
Summit Financial Wealth Advisors
Louisiana
$123K – – –
BJL
525
Brighton Jones LLC
Washington
$123K +$16.6K +493 +14%
19 20
21
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