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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Core Wealth Partners
California
$320K
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$320K +$60.9K +1,102 +26%
NA
228
NewEdge Advisors
Louisiana
$319K +$207K +3,746 +226%
BJL
229
Brighton Jones LLC
Washington
$318K -$23K -416 -7%
CWM
230
Congress Wealth Management
Massachusetts
$317K
WSCM
231
Wellington Shields Capital Management
New York
$316K
SGCA
232
Steel Grove Capital Advisors
Tennessee
$315K
HIA
233
Harbor Investment Advisory
Maryland
$313K
TWM
234
Thrive Wealth Management
Pennsylvania
$304K -$1.77K -32 -0.6%
CRI
235
Colonial River Investments
Virginia
$302K -$9.4K -170 -3%
NP
236
NorthRock Partners
Minnesota
$301K
FFP
237
Freedom Financial Partners
Minnesota
$301K +$12.1K +218 +4%
Mirae Asset Global Investments
238
Mirae Asset Global Investments
South Korea
$298K -$178K -3,217 -39%
PL
239
Plancorp LLC
Missouri
$297K
ICM
240
Intrepid Capital Management
Florida
$296K
LW
241
Linscomb Wealth
Texas
$296K
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$296K
MOS
243
MGO One Seven
Ohio
$291K +$18K +325 +7%
AWM
244
Axxcess Wealth Management
California
$287K -$9.4K -170 -3%
BCM
245
Brookstone Capital Management
Illinois
$285K +$44.2K +800 +20%
KA
246
Kovack Advisors
Florida
$284K -$2.27K -41 -0.8%
RA
247
Riverstone Advisors
Texas
$281K -$11.1K -200 -4%
PGF
248
Plan Group Financial
Oklahoma
$281K +$553 +10 +0.2%
WS
249
Wedbush Securities
California
$280K +$8.29K +150 +3%
SWP
250
Sagespring Wealth Partners
Tennessee
$280K +$3.21K +58 +1%