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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Cahill Financial Advisors
Minnesota
$977K -$543K -12,008 -37%
Verition Fund Management
102
Verition Fund Management
Connecticut
$970K +$664K +14,705 +254%
NW
103
NewEdge Wealth
Pennsylvania
$952K +$862K +19,084 New
CAN
104
Cetera Advisor Networks
California
$947K +$100K +2,220 +12%
SHFA
105
SS&H Financial Advisors
Michigan
$908K
FFN
106
Focus Financial Network
Minnesota
$906K +$287K +6,359 +50%
SPIA
107
Steward Partners Investment Advisory
New York
$904K +$48.7K +1,077 +6%
AAM
108
Advisors Asset Management
Colorado
$899K +$292K +6,468 +52%
BAM
109
Belpointe Asset Management
Nevada
$899K
FCA
110
Fortis Capital Advisors
Kansas
$899K
SCA
111
SMH Capital Advisors
Texas
$845K -$11.5K -254 -1%
MML Investors Services
112
MML Investors Services
Massachusetts
$805K +$5.02K +111 +0.7%
SBIA
113
Sheaff Brock Investment Advisors
Indiana
$788K -$3.93K -87 -0.5%
AAS
114
Avantax Advisory Services
Texas
$764K -$2.18M -48,314 -75%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$753K +$48.3K +1,068 +7%
MA
116
Mutual Advisors
Nebraska
$753K +$29.2K +646 +4%
Mariner
117
Mariner
Kansas
$748K -$213K -4,713 -23%
ECM
118
ExodusPoint Capital Management
New York
$745K -$659K -14,594 -48%
CA
119
Callahan Advisors
Texas
$720K +$21K +464 +3%
Stifel Financial
120
Stifel Financial
Missouri
$713K +$228K +5,042 +50%
MHIC
121
Marble Harbor Investment Counsel
Massachusetts
$710K +$678K +15,000 New
RWB
122
RMR Wealth Builders
New Jersey
$700K +$1.26K +28 +0.2%
Corient Private Wealth
123
Corient Private Wealth
Florida
$700K -$687K -15,202 -51%
MCM
124
MAI Capital Management
Ohio
$690K +$128K +2,839 +24%
AWM
125
AllSquare Wealth Management
New York
$690K