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MPV
Barings Participation Investors
MPV
MPV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $35K | – | – | – |
|
27
Citigroup
New York
| $24K | – | – | – |
|
|
JFA
28
JNBA Financial Advisors
Bloomington,
Minnesota
| $17K | +$15.9K | +953 | New |
|
|
THWM
29
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $14K | +$13.4K | +800 | New |
|
|
CAC
30
Certified Advisory Corp
Altamonte Springs,
Florida
| $13K | +$184 | +11 | +2% |
|
|
CIM
31
Contravisory Investment Management
Norwell,
Massachusetts
| $9K | – | – | – |
|
|
KFS
32
Kelly Financial Services
Braintree,
Massachusetts
| $8.71K | – | – | – |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
LWM
34
Liberty Wealth Management
Oakland,
California
| $1K | +$17 | +1 | +2% |
|
|
ACS
35
Archford Capital Strategies
Swansea,
Illinois
| – | -$13K | -800 | Closed |
|
|
RIA
36
Realta Investment Advisors
Wilmington,
Delaware
| – | -$13K | -785 | Closed |
|