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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$12.1K – – –
LC
352
Lavaca Capital
Texas
$11.7K +$10.7K +200 New
FHA
353
First Horizon Advisors
Tennessee
$11.6K – – –
SC
354
Stephens Consulting
Michigan
$10.5K – – –
GWSG
355
GPS Wealth Strategies Group
Colorado
$10.3K +$9.33K +175 New
PIS
356
POM Investment Strategies
North Carolina
$9.55K +$8.69K +163 New
FFO
357
Fortitude Family Office
Arizona
$9.26K – – –
DF
358
Dunhill Financial
United Kingdom
$8.82K +$160 +3 +2%
T
359
Tidemark
California
$8.79K – – –
AWM
360
Accredited Wealth Management
Kentucky
$8.78K +$8K +150 New
VCM
361
Versant Capital Management
Arizona
$8.64K -$4.26K -80 -35%
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$8.2K +$7.46K +140 New
TLA
363
Tanglewood Legacy Advisors
Texas
$7.91K – – –
JFA
364
JNBA Financial Advisors
Minnesota
$7.56K – – –
MMCM
365
Murphy & Mullick Capital Management
New York
$7.44K +$6.77K +127 New
WBC
366
West Branch Capital
Massachusetts
$7.32K – – –
CPBTD
367
Central Pacific Bank - Trust Division
Hawaii
$7.09K – – –
SHF
368
Safe Harbor Fiduciary
Florida
$7.03K – – –
VHAM
369
Van Hulzen Asset Management
California
$6.74K +$6.13K +115 New
B
370
Birchbrook
Maine
$5.92K +$5.38K +101 New
BFPW
371
BOK Financial Private Wealth
Colorado
$5.86K – – –
CIA
372
Cape Investment Advisory
Georgia
$5.86K – – –
FCMT
373
Founders Capital Management (Texas)
Texas
$5.86K – – –
LC
374
Lindbrook Capital
California
$4.43K – – –
SIC
375
SJS Investment Consulting
Ohio
$3.84K – – –
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15
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