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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$1.09M +$120K +2,454 +13%
CCM
102
Chilton Capital Management
Texas
$1.08M
BAM
103
Belpointe Asset Management
Nevada
$1.06M +$97.6K +2,000 +11%
FCA
104
Fortis Capital Advisors
Kansas
$1.06M +$97.6K +2,000 +11%
SQA
105
Simon Quick Advisors
New Jersey
$1.05M
Mariner
106
Mariner
Kansas
$1.05M +$239K +4,908 +31%
ACM
107
Aquatic Capital Management
Illinois
$1.02M +$644K +13,200 +186%
SCA
108
SMH Capital Advisors
Texas
$1.01M +$100K +2,058 +12%
SHFA
109
SS&H Financial Advisors
Michigan
$969K
DBRC
110
D.B. Root & Company
Pennsylvania
$913K -$594K -12,181 -40%
CIA
111
Concurrent Investment Advisors
Florida
$873K +$326K +6,686 +63%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$863K +$57K +1,169 +7%
MPPLM
113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$858K +$230K +4,706 +38%
MML Investors Services
114
MML Investors Services
Massachusetts
$830K -$28.1K -575 -3%
AWA
115
Arete Wealth Advisors
Illinois
$812K +$101K +2,075 +15%
FIA
116
Foundations Investment Advisors
Arizona
$806K -$3.83M -78,402 -83%
CA
117
Callahan Advisors
Texas
$779K +$9.76K +200 +1%
CFA
118
Cahill Financial Advisors
Minnesota
$765K -$269K -5,516 -27%
RWB
119
RMR Wealth Builders
New Jersey
$755K +$7.56K +155 +1%
MCM
120
MAI Capital Management
Ohio
$744K +$7.86K +161 +1%
UCI
121
Uncommon Cents Investing
Wisconsin
$739K +$37.8K +775 +6%
AWM
122
AllSquare Wealth Management
New York
$736K
MA
123
Mutual Advisors
Nebraska
$714K -$93.8K -1,923 -12%
NW
124
NewEdge Wealth
Pennsylvania
$711K -$244K -5,000 -26%
SA
125
Sanctuary Advisors
Indiana
$702K +$698K +14,294 New