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MidCap Financial Investment

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$8K +$2.63K +222 +44%
FFA
177
Farther Finance Advisors
California
$7.09K +$427 +36 +6%
APW
178
Aventura Private Wealth
Florida
$7.08K +$237 +20 +3%
AssetMark Inc
179
AssetMark Inc
California
$5.72K
GAFA
180
Garton & Associates Financial Advisors
Kentucky
$5.49K +$5.7K +480 New
GRP
181
Global Retirement Partners
California
$5.09K
TCM
182
Triumph Capital Management
Colorado
$4.12K +$4.27K +360 New
CVM
183
Cheviot Value Management
California
$3.71K
NS
184
NBC Securities
Alabama
$3.43K
NFSG
185
Newbridge Financial Services Group
Florida
$3.16K
KFI
186
Key Financial Inc
Pennsylvania
$1.72K
Group One Trading
187
Group One Trading
Illinois
$1.13K -$21.4K -1,800 -95%
NEWAS
188
N.E.W. Advisory Services
Wisconsin
$567 +$24 +2 +4%
WA
189
Whipplewood Advisors
Colorado
$446 -$498K -42,003 -100%
CIAM
190
Caitong International Asset Management
Hong Kong
$34 +$36 +3 New
SWIM
191
Smallwood Wealth Investment Management
New Jersey
$16
FFA
192
Frazier Financial Advisors
Ohio
$7
Millennium Management
193
Millennium Management
New York
-$1.47M -122,591 Closed
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
-$1.22M -101,666 Closed
CAGAS
195
Capital Advisory Group Advisory Services
Minnesota
-$404K -33,674 Closed
T. Rowe Price Associates
196
T. Rowe Price Associates
Maryland
-$364K -30,303 Closed
WLPWM
197
Walled Lake Planning & Wealth Management
Illinois
-$267K -22,271 Closed
AWA
198
Arete Wealth Advisors
Illinois
-$187K -15,633 Closed
EFS
199
Essex Financial Services
Connecticut
-$176K -14,640 Closed
FRM
200
Fox Run Management
Connecticut
-$170K -14,175 Closed