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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$974K +$66.9K +2,262 +7%
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$965K
HB
53
Homrich & Berg
Georgia
$950K +$16.6K +563 +2%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$949K +$81K +2,739 +8%
WSCM
55
Wellington Shields Capital Management
New York
$842K +$35.5K +1,200 +4%
OIA
56
Optimum Investment Advisors
Illinois
$837K +$929K +31,405 New
ERSOT
57
Employees Retirement System of Texas
Texas
$835K
CG
58
Clinton Group
New York
$830K +$920K +31,118 New
AR
59
Advisory Research
Illinois
$811K +$39.5K +1,335 +5%
Ameriprise
60
Ameriprise
Minnesota
$786K +$398K +13,474 +83%
SMDAM
61
Sumitomo Mitsui DS Asset Management
Japan
$770K
FWM
62
Frontier Wealth Management
Missouri
$719K +$14.2K +480 +2%
HFS
63
HL Financial Services
Kentucky
$697K -$24.6K -833 -3%
BF
64
BOK Financial
Oklahoma
$693K
BRWM
65
B. Riley Wealth Management
Tennessee
$675K -$81K -2,741 -10%
AWM
66
AllSquare Wealth Management
New York
$668K -$37K -1,250 -5%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$633K -$190K -6,414 -21%
VFS
68
VSR Financial Services
Kansas
$625K +$238K +8,053 +52%
JC
69
JBF Capital
Colorado
$597K
CAM
70
Cypress Asset Management
Texas
$556K -$34.7K -1,175 -5%
MCM
71
McKinley Capital Management
Alaska
$554K -$54.4K -1,841 -8%
OA
72
Oxbow Advisors
Texas
$504K +$147K +4,970 +36%
BTS
73
BB&T Securities
Virginia
$494K -$9.28K -314 -2%
FWM
74
Focused Wealth Management
New York
$491K -$20.9K -706 -4%
Creative Planning
75
Creative Planning
Kansas
$474K +$525K +17,769 New