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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
351
Asset Dedication LLC
California
$16.9K – – –
KFG
352
Kingdom Financial Group
Arizona
$16.5K +$316 +6 +2%
SWM
353
Spire Wealth Management
Virginia
$16.1K -$1.26K -24 -7%
APFP
354
Action Point Financial Planning
Michigan
$16K +$16.3K +309 New
BBHC
355
Brown Brothers Harriman & Co
New York
$15.6K -$10.5K -200 -40%
IWP
356
IAG Wealth Partners
Wisconsin
$15.6K – – –
MCM
357
Manchester Capital Management
Vermont
$15.6K – – –
WB
358
Webster Bank
Connecticut
$15.6K – – –
TCOV
359
Trust Company of Vermont
Vermont
$15.6K +$15.8K +300 New
CIAM
360
Caitong International Asset Management
Hong Kong
$13.5K -$288K -5,471 -95%
CFM
361
Compass Financial Management
Florida
$12.6K +$12.8K +243 New
BWL
362
Bogart Wealth LLC
Virginia
$11.5K +$105 +2 +0.9%
CA
363
Crewe Advisors
Utah
$11.4K – – –
AF
364
Alerus Financial
North Dakota
$10.7K – – –
WWM
365
Wolff Wiese Magana
California
$9.7K – – –
KFAS
366
Keating Financial Advisory Services
Kansas
$9.6K – – –
KCM
367
Key Capital Management
Tennessee
$9.39K -$20.9K -396 -69%
CSC
368
Caldwell Sutter Capital
California
$8.56K +$8.7K +165 New
JWM
369
JPL Wealth Management
Colorado
$7.78K – – –
T
370
Tidemark
California
$7.78K – – –
FCMT
371
Founders Capital Management (Texas)
Texas
$7.78K +$2.63K +50 +50%
AW
372
Ankerstar Wealth
Texas
$7.21K – – –
MCA
373
McGuire Capital Advisors
Oklahoma
$7.21K – – –
JFA
374
JNBA Financial Advisors
Minnesota
$6.69K – – –
MMCM
375
Murphy & Mullick Capital Management
New York
$6.59K – – –
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15
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