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MidCap Financial Investment
MFIC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ProShare Advisors
101
ProShare Advisors
Maryland
USD 174 k -USD 11.8 k -1,072 -6%
Americana Partners
102
Americana Partners
Texas
USD 171 k – – –
Private Advisor Group
103
Private Advisor Group
New Jersey
USD 169 k +USD 184 k +16,773 Nuevas
Advisory Services Network
104
Advisory Services Network
Georgia
USD 157 k +USD 275 +25 +0.2%
FRM
105
Fox Run Management
Connecticut
USD 155 k +USD 169 k +15,368 Nuevas
Creative Planning
106
Creative Planning
Kansas
USD 150 k +USD 164 k +14,914 Nuevas
HB Wealth Management
107
HB Wealth Management
Georgia
USD 145 k +USD 4.27 k +389 +3%
Melfa Wealth Management
108
Melfa Wealth Management
Massachusetts
USD 138 k – – –
Park Avenue Securities
109
Park Avenue Securities
New York
USD 134 k +USD 146 k +13,329 Nuevas
Founders Financial Alliance
110
Founders Financial Alliance
North Carolina
USD 130 k +USD 1.21 k +110 +0.9%
StoneX Group
111
StoneX Group
New York
USD 121 k +USD 126 k +11,470 Nuevas
LP
112
LB Partners
Virginia
USD 121 k +USD 22 k +2,000 +20%
OneDigital Investment Advisors
113
OneDigital Investment Advisors
Kansas
USD 120 k – – –
MQS Management
114
MQS Management
New York
USD 120 k +USD 131 k +11,928 Nuevas
Empowered Funds
115
Empowered Funds
Pennsylvania
USD 120 k -USD 23.4 k -2,125 -15%
Oppenheimer & Co
116
Oppenheimer & Co
New York
USD 118 k +USD 7.23 k +658 +6%
Oxford Asset Management
117
Oxford Asset Management
United Kingdom
USD 117 k +USD 128 k +11,611 Nuevas
Mariner
118
Mariner
Kansas
USD 117 k +USD 128 k +11,607 Nuevas
MRA Advisory Group
119
MRA Advisory Group
New Jersey
USD 113 k +USD 3.76 k +342 +3%
Walser Wealth Management
120
Walser Wealth Management
Florida
USD 112 k +USD 122 k +11,113 Nuevas
Decision Investments
121
Decision Investments
California
USD 111 k – – –
Williams Jones Wealth Management
122
Williams Jones Wealth Management
New York
USD 110 k – – –
Atlantic Union Bankshares
123
Atlantic Union Bankshares
Virginia
USD 106 k – – –
Sovereign Financial Group
124
Sovereign Financial Group
Connecticut
USD 105 k -USD 7.58 k -690 -6%
Bank Pictet & Cie (Europe)
125
Bank Pictet & Cie (Europe)
Germany
USD 104 k +USD 3.02 k +275 +3%
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