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MidCap Financial Investment

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Advisornet Financial
Minnesota
$140K -$21.8K -1,838 -13%
EIP
127
Easterly Investment Partners
Massachusetts
$139K +$7.97K +672 +6%
FFA
128
Founders Financial Alliance
North Carolina
$137K -$19K -1,600 -12%
OIA
129
OneDigital Investment Advisors
Kansas
$137K -$43.7K -3,679 -24%
SFS
130
Sowell Financial Services
Arkansas
$135K +$140K +11,808 New
TWP
131
Tyche Wealth Partners
Texas
$132K -$142K -12,000 -51%
SFG
132
Sovereign Financial Group
Connecticut
$127K -$1.19K -100 -0.9%
PC
133
Permanens Capital
New York
$126K
WJWM
134
Williams Jones Wealth Management
New York
$125K
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$124K +$128K +10,825 New
OC
136
Oppenheimer & Co
New York
$123K -$63.3K -5,333 -33%
MAG
137
MRA Advisory Group
New Jersey
$121K +$4K +337 +3%
AUB
138
Atlantic Union Bankshares
Virginia
$120K
DI
139
Decision Investments
California
$119K +$124K +10,430 New
GC
140
Guggenheim Capital
Illinois
$119K -$12 -1 -0%
KWM
141
Kingsview Wealth Management
Oregon
$115K +$119K +10,049 New
KAS
142
Kestra Advisory Services
Texas
$109K +$113K +9,490 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$88.7K +$2.94K +248 +3%
WCMNY
144
Westchester Capital Management (New York)
New York
$88.1K
TRCT
145
Tower Research Capital (TRC)
New York
$81.9K +$16.6K +1,403 +24%
HI
146
Harbour Investments
Wisconsin
$73.3K -$4.43K -373 -5%
RWA
147
Redmont Wealth Advisors
Illinois
$63.8K -$88.8K -7,480 -57%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$62.7K -$881K -74,240 -93%
PA
149
Parallel Advisors
California
$53.4K -$33.8K -2,848 -38%
AIM
150
Access Investment Management
Georgia
$48K