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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
SII Investments
Wisconsin
$269K +$62.8K +1,997 +33%
CA
102
Cetera Advisors
Colorado
$257K +$245K +7,790 New
GT
103
Glenmede Trust
Pennsylvania
$248K +$41.5K +1,320 +21%
CA
104
Callahan Advisors
Texas
$242K +$3.43K +109 +2%
Creative Planning
105
Creative Planning
Kansas
$202K +$12.6K +399 +7%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$160K +$94.4K +3,000 +161%
Group One Trading
107
Group One Trading
Illinois
$158K +$151K +4,809 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$109K +$31.2K +990 +43%
PI
109
PineBridge Investments
New York
$99K
Ameriprise
110
Ameriprise
Minnesota
$87K +$35.1K +1,115 +73%
H
111
Hexavest
Quebec, Canada
$82K
SAM
112
Shamrock Asset Management
Texas
$71K
FMT
113
First Mercantile Trust
Tennessee
$66K +$1.6K +51 +3%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K -$900K -28,585 -96%
NES
115
New England Securities
New York
$35K +$25.5K +810 +324%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$35K +$33K +1,050 New
S
117
SignatureFD
Georgia
$31K +$4.41K +140 +18%
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$30K
US Bancorp
119
US Bancorp
Minnesota
$26K
PTC
120
Private Trust Company
Ohio
$26K +$6.29K +200 +33%
BRWA
121
B. Riley Wealth Advisors
Florida
$13.2K +$12.6K +400 New
MAS
122
Madden Advisory Services
Florida
$12K +$189 +6 +2%
PMFA
123
Plante Moran Financial Advisors
Michigan
$10K
RFA
124
Reilly Financial Advisors
California
$7K +$126 +4 +2%
TFA
125
Transamerica Financial Advisors
Florida
$5K