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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
226
Apexium Financial
Texas
$307K +$16.9K +285 +6%
CFB
227
Cullen/Frost Bankers
Texas
$307K +$47.7K +802 +17%
MWM
228
Manske Wealth Management
Texas
$306K – – –
CWP
229
Core Wealth Partners
California
$306K – – –
CWM
230
Congress Wealth Management
Massachusetts
$304K +$1.72K +29 +0.5%
WSCM
231
Wellington Shields Capital Management
New York
$303K – – –
SGCA
232
Steel Grove Capital Advisors
Tennessee
$301K – – –
MF
233
Magnetar Financial
Illinois
$301K +$317K +5,325 New
HIA
234
Harbor Investment Advisory
Maryland
$299K – – –
OIA
235
OneDigital Investment Advisors
Kansas
$297K -$173K -2,909 -36%
TWM
236
Thrive Wealth Management
Pennsylvania
$293K -$10.4K -175 -3%
NP
237
NorthRock Partners
Minnesota
$289K -$5.47K -92 -2%
PL
238
Plancorp LLC
Missouri
$284K +$299K +5,025 New
AWM
239
Axxcess Wealth Management
California
$284K +$9.81K +165 +3%
CRI
240
Colonial River Investments
Virginia
$284K +$9.81K +165 +3%
ICM
241
Intrepid Capital Management
Florida
$283K – – –
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$283K – – –
LW
243
Linscomb Wealth
Texas
$283K +$297K +5,000 New
RA
244
Riverstone Advisors
Texas
$280K +$35.7K +600 +14%
VAM
245
Verity Asset Management
North Carolina
$280K – – –
FFP
246
Freedom Financial Partners
Minnesota
$276K +$19.6K +330 +7%
SC
247
Savant Capital
Illinois
$275K +$289K +4,868 New
KA
248
Kovack Advisors
Florida
$274K +$26K +438 +10%
GS
249
GTS Securities
Florida
$270K +$284K +4,777 New
PGF
250
Plan Group Financial
Oklahoma
$268K +$30.2K +508 +12%
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