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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$394K -$870K -23,801 -69%
TWM
127
Tradition Wealth Management
Minnesota
$392K +$7.27K +199 +2%
CWM
128
Circle Wealth Management
New Jersey
$380K +$731 +20 +0.2%
Jane Street
129
Jane Street
New York
$375K -$62.1K -1,699 -14%
PFS
130
Prospera Financial Services
Texas
$364K +$101K +2,772 +39%
AF
131
Allworth Financial
California
$364K -$183 -5 -0.1%
WT
132
Whittier Trust
California
$361K
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$357K -$8.11K -222 -2%
Corient Private Wealth
134
Corient Private Wealth
Florida
$354K +$350K +9,576 New
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$348K +$344K +9,423 New
TA
136
Tiedemann Advisors
New York
$345K
SWP
137
Stratos Wealth Partners
Ohio
$340K -$15.5K -423 -4%
KI
138
Kula Investments
Illinois
$338K +$335K +9,157 New
GC
139
Guggenheim Capital
Illinois
$337K +$41K +1,123 +14%
IWA
140
Icon Wealth Advisors
Texas
$336K
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$333K -$19.2K -525 -6%
HWM
142
HB Wealth Management
Georgia
$326K +$322K +8,814 New
JWCA
143
J.W. Cole Advisors
Florida
$325K -$18.6K -510 -5%
Stifel Financial
144
Stifel Financial
Missouri
$322K +$1.28K +35 +0.4%
VWA
145
V Wealth Advisors
Kansas
$322K +$48.1K +1,315 +18%
OIA
146
OneDigital Investment Advisors
Kansas
$317K +$694 +19 +0.2%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$314K
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$300K +$7.46K +204 +3%
Victory Capital Management
149
Victory Capital Management
Texas
$299K -$146 -4 -0%
AWA
150
Arete Wealth Advisors
Illinois
$293K +$17.8K +486 +7%