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MidCap Financial Investment

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accel Wealth Management
Iowa
– -$132K -11,000 Closed
WANY
202
Wealthspire Advisors (New York)
New York
– -$124K -10,335 Closed
PMG
203
Private Management Group
California
– -$124K -10,317 Closed
SP
204
Stablepoint Partners
Massachusetts
– -$123K -10,255 Closed
SNB
205
Security National Bank
Nebraska
– -$72.5K -6,044 Closed
AAS
206
Ameritas Advisory Services
Nebraska
– -$30.2K -2,518 Closed
LFG
207
Larson Financial Group
Missouri
– -$1.62K -135 Closed
TCOV
208
Trust Company of Vermont
Vermont
– -$1.09K -91 Closed