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MidCap Financial Investment

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Highlander Capital Management
New Jersey
$47.4K
WA
202
Waverly Advisors
Alabama
$43K +$40.7K +1,651 New
IRS
203
Invictus RG (Singapore)
Singapore
$43K +$40.9K +1,659 New
M&T Bank
204
M&T Bank
New York
$33K -$1.85K -75 -6%
SSG
205
Summit Securities Group
New York
$32K +$30.4K +1,233 New
Creative Planning
206
Creative Planning
Kansas
$30K -$5.47K -222 -16%
SF
207
Synovus Financial
Georgia
$27K +$4.93K +200 +24%
FNBT
208
FineMark National Bank & Trust
Florida
$26K
EWM
209
Evercore Wealth Management
New York
$24K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$23K +$21.5K +872 New
NFG
211
Next Financial Group
Texas
$22K +$21.1K +856 New
KTC
212
Kistler-Tiffany Companies
Pennsylvania
$18K
Dimensional Fund Advisors
213
Dimensional Fund Advisors
Texas
$14K
MFS
214
MSI Financial Services
Massachusetts
$11K -$8.21K -333 -43%
PMFA
215
Plante Moran Financial Advisors
Michigan
$11K
CLOS
216
Compagnie Lombard Odier SCmA
Switzerland
$11K +$10.7K +433 New
DADC
217
D.A. Davidson & Co
Montana
$10K +$222 +9 +2%
TRCT
218
Tower Research Capital (TRC)
New York
$9K -$97K -3,937 -92%
CCS
219
Crosspoint Capital Strategies
California
$9K
FHA
220
First Horizon Advisors
Tennessee
$9K
GI
221
Gradient Investments
Minnesota
$8K
EWM
222
Edge Wealth Management
New York
$8K +$5.35K +217 +261%
WCBA
223
Weaver C. Barksdale & Associates
Tennessee
$6K +$3.15K +128 +132%
Canada Life
224
Canada Life
Manitoba, Canada
$5K -$130K -5,276 -96%
FWM
225
Focused Wealth Management
New York
$5K