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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
351
Wealth Preservation Advisors
Tennessee
$25.4K – – –
Q1WB
352
Quest 10 Wealth Builders
Virginia
$25.4K +$25.9K +400 New
HAP
353
Harbor Asset Planning
Massachusetts
$23.7K – – –
LWA
354
Lowe Wealth Advisors
Maryland
$22.3K – – –
ADL
355
Asset Dedication LLC
California
$20.7K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$19.1K – – –
IWP
357
IAG Wealth Partners
Wisconsin
$19.1K – – –
MCM
358
Manchester Capital Management
Vermont
$19.1K – – –
WB
359
Webster Bank
Connecticut
$19.1K – – –
GWSG
360
GPS Wealth Strategies Group
Colorado
$14.3K -$323 -5 -2%
CA
361
Crewe Advisors
Utah
$14K – – –
BWL
362
Bogart Wealth LLC
Virginia
$13.7K +$65 +1 +0.5%
PWMA
363
Pension & Wealth Management Advisors
Massachusetts
$13.7K +$13.9K +215 New
AF
364
Alerus Financial
North Dakota
$13.1K – – –
CIAM
365
Caitong International Asset Management
Hong Kong
$12.8K +$13K +201 New
HCM
366
Hollencrest Capital Management
California
$12.7K – – –
LC
367
Lavaca Capital
Texas
$12.7K – – –
WWM
368
Wolff Wiese Magana
California
$11.9K – – –
CI
369
CX Institutional
Indiana
$10K +$10.1K +156 New
AWM
370
Accredited Wealth Management
Kentucky
$9.9K -$3.3K -51 -33%
SIC
371
Salem Investment Counselors
North Carolina
$9.54K -$646 -10 -6%
T
372
Tidemark
California
$9.54K – – –
JWM
373
JPL Wealth Management
Colorado
$9.54K +$9.69K +150 New
JFA
374
JNBA Financial Advisors
Minnesota
$8.2K – – –
WBC
375
West Branch Capital
Massachusetts
$7.95K – – –
13 14
15
16 17