Filing Research | AGM - FEDERAL AGRIC MTG CORP Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	13.0KSH	$2.6M
2	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.3KSH	$2.5M
3	Applied Capital LLC/FL	Shares	8.2KSH	$1.6M
4	Mirae Asset Global Investments Co., Ltd.	Shares	7.8KSH	$1.6M
5	JAMES INVESTMENT RESEARCH, INC.	Shares	4.6KSH	$910.1K
6	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	4.1KSH	$813.1K
7	Police & Firemen's Retirement System of New Jersey	Shares	2.8KSH	$560.7K
8	NAPLES GLOBAL ADVISORS, LLC	Shares	1.6KSH	$311.5K
9	Ipswich Investment Management Co., Inc.	Shares	1.5KSH	$302.9K
10	Merit Financial Group, LLC	Shares	1.5KSH	$294.1K
11	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	1.4KSH	$278.2K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.3KSH	$262.9K
13	Byrne Asset Management LLC	Shares	1.2KSH	$239.7K
14	AdvisorNet Financial, Inc	Shares	980SH	$195.3K
15	Mascoma Wealth Management LLC	Shares	341SH	$68.0K
16	Versant Capital Management, Inc	Shares	317SH	$63.2K
17	Farther Finance Advisors, LLC	Shares	272SH	$54.1K
18	City State Bank	Shares	200SH	$39.9K
19	LANARK FINANCIAL, INC.	Shares	162SH	$32.3K
20	Atlatl Advisers LLC	Shares	153SH	$30.5K
21	Retirement Wealth Solutions LLC	Shares	94SH	$18.8K
22	FIRST HORIZON CORP	Shares	79SH	$15.7K
23	GAMMA Investing LLC	Shares	75SH	$14.9K
24	Hughes Financial Services, LLC	Shares	46SH	$9.2K
25	MassMutual Private Wealth & Trust, FSB	Shares	29SH	$5.8K
26	Piscataqua Savings Bank	Shares	20SH	$4.0K
27	SIGNATUREFD, LLC	Shares	19SH	$3.8K
28	EverSource Wealth Advisors, LLC	Shares	17SH	$3.4K
29	Valued Wealth Advisors LLC	Shares	9SH	$1.8K
30	IFP Advisors, Inc	Shares	9SH	$1.8K
31	ALBION FINANCIAL GROUP /UT	Shares	8SH	$1.6K
32	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	5SH	$996
33	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$598
34	TFC Financial Management, Inc.	Shares	1SH	$200

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+1.2K	+$837.7K	$2.6M
2	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-253	+$589.5K	$2.5M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+1.2K	+$578.2K	$1.6M
4	Applied Capital LLC/FL added	Shares	+277	+$459.7K	$1.6M
5	Ipswich Investment Management Co., Inc. new	Shares	+1.5K	+$302.9K	$302.9K
6	Merit Financial Group, LLC new	Shares	+1.5K	+$294.1K	$294.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.3K	+$262.9K	$262.9K
8	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$232.6K	$910.1K
9	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV unchanged	Shares	0	+$207.8K	$813.1K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+233	+$177.9K	$560.7K
11	NAPLES GLOBAL ADVISORS, LLC added	Shares	+150	+$101.8K	$311.5K
12	Byrne Asset Management LLC added	Shares	+120	+$79.1K	$239.7K
13	AdvisorNet Financial, Inc added	Shares	+160	+$73.6K	$195.3K
14	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$71.1K	$278.2K
15	Versant Capital Management, Inc added	Shares	+309	+$62.0K	$63.2K
16	Atlatl Advisers LLC new	Shares	+153	+$30.5K	$30.5K
17	Mascoma Wealth Management LLC unchanged	Shares	0	+$17.4K	$68.0K
18	Farther Finance Advisors, LLC added	Shares	+15	+$15.9K	$54.1K
19	City State Bank unchanged	Shares	0	+$10.2K	$39.9K
20	GAMMA Investing LLC added	Shares	+32	+$8.6K	$14.9K
21	Retirement Wealth Solutions LLC unchanged	Shares	0	+$4.8K	$18.8K
22	FIRST HORIZON CORP unchanged	Shares	0	+$4.0K	$15.7K
23	MassMutual Private Wealth & Trust, FSB added	Shares	+9	+$2.8K	$5.8K
24	Hughes Financial Services, LLC added	Shares	+2	+$2.6K	$9.2K
25	Valued Wealth Advisors LLC new	Shares	+9	+$1.8K	$1.8K
26	IFP Advisors, Inc added	Shares	+8	+$1.6K	$1.8K
27	Piscataqua Savings Bank unchanged	Shares	0	+$1.0K	$4.0K
28	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+5	+$996	$996
29	SIGNATUREFD, LLC unchanged	Shares	0	+$967	$3.8K
30	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$598	$598
31	TFC Financial Management, Inc. new	Shares	+1	+$200	$200
32	SBI Securities Co., Ltd. exited	Shares	-3	-$445	$0
33	ALBION FINANCIAL GROUP /UT trimmed	Shares	-9	-$927	$1.6K
34	EverSource Wealth Advisors, LLC trimmed	Shares	-83	-$11.5K	$3.4K
35	LANARK FINANCIAL, INC. trimmed	Shares	-232	-$26.2K	$32.3K