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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
126
Icon Wealth Partners
Texas
$294K
AWM
127
AE Wealth Management
Kansas
$273K -$46.3K -1,507 -15%
WCM
128
Whitener Capital Management
North Carolina
$251K +$1.87K +61 +0.8%
SCM
129
Shelton Capital Management
Colorado
$248K
RA
130
Riverstone Advisors
Texas
$247K -$36.7K -1,195 -14%
RIG
131
Roosevelt Investment Group
New York
$247K +$235K +7,656 New
RIA
132
Realta Investment Advisors
Delaware
$245K -$56K -1,823 -19%
BRWM
133
B. Riley Wealth Management
Tennessee
$242K -$529K -17,228 -70%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$241K +$4.36K +142 +2%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$208K +$198K +6,444 New
JWCA
136
J.W. Cole Advisors
Florida
$204K -$1.54M -50,158 -89%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$203K -$57.5K -1,873 -23%
AIA
138
Avalon Investment & Advisory
Texas
$202K +$192K +6,259 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$197K +$117K +3,820 +166%
FWM
140
Focused Wealth Management
New York
$193K -$5.65K -184 -3%
Simplex Trading
141
Simplex Trading
Illinois
$186K -$96.9K -3,154 -35%
JPLA
142
Joseph P. Lucia & Associates
New York
$158K +$151K +4,910 New
SPIA
143
Steward Partners Investment Advisory
New York
$155K +$22.4K +730 +18%
RA
144
Reby Advisors
Connecticut
$144K +$137K +4,459 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$141K +$2.03K +66 +2%
GRP
146
Global Retirement Partners
California
$139K
Citigroup
147
Citigroup
New York
$137K
HIA
148
Harbor Investment Advisory
Maryland
$134K
SAS
149
Stelac Advisory Services
New York
$127K
SWA
150
SOA Wealth Advisors
New York
$127K +$114K +3,726 New