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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
301
Leonteq Securities AG
Switzerland
$159K -$6.46K -100 -4%
AAG
302
Armstrong Advisory Group
Massachusetts
$158K -$31.1K -482 -16%
RFA
303
Register Financial Advisors
Georgia
$155K
PA
304
Parallel Advisors
California
$145K -$3.88K -60 -3%
CFS
305
Compass Financial Services
Iowa
$143K +$2.33K +36 +2%
SA
306
Strategic Advocates
Utah
$137K +$139K +2,155 New
FFA
307
Farther Finance Advisors
California
$137K +$41.5K +642 +43%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$133K
SC
309
SouthState Corp
Florida
$127K +$129K +2,000 New
PTC
310
Private Trust Company
Ohio
$124K -$19.5K -302 -13%
AUB
311
Atlantic Union Bankshares
Virginia
$124K +$125K +1,932 +12,880%
S
312
SignatureFD
Georgia
$116K +$10.4K +161 +10%
Citigroup
313
Citigroup
New York
$116K +$103K +1,594 +696%
EAM
314
Erste Asset Management
Austria
$85.4K -$134K -2,075 -61%
IA
315
IFP Advisors
Florida
$82.3K -$25.9K -400 -24%
PGAM
316
Princeton Global Asset Management
New Jersey
$82K
CCC
317
Chelsea Counsel Company
California
$81.4K -$549K -8,500 -87%
FMP
318
Financial Management Professionals
Texas
$74.7K -$1.36K -21 -2%
WTA
319
Washington Trust Advisors
Massachusetts
$71.8K
SWM
320
Spire Wealth Management
Virginia
$68.9K +$57.1K +884 +442%
WANY
321
Wealthspire Advisors (New York)
New York
$67.5K +$68.6K +1,061 New
WAS
322
Winch Advisory Services
Wisconsin
$65.8K +$969 +15 +1%
UB
323
UMB Bank
Missouri
$65.8K
WSFS
324
Wilmington Savings Fund Society
Delaware
$63.6K
AW
325
Avion Wealth
Texas
$63K