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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$968K +$164K +3,073 +23%
CCM
127
Chilton Capital Management
Texas
$962K -$273K -5,129 -24%
AWA
128
Arete Wealth Advisors
Illinois
$961K +$124K +2,317 +16%
BCA
129
Bay Colony Advisors
Massachusetts
$957K +$871K +16,333 New
UCI
130
Uncommon Cents Investing
Wisconsin
$936K -$4.26K -80 -0.5%
AAS
131
Avantax Advisory Services
Texas
$920K -$266K -4,985 -24%
UBP
132
Union Bancaire Privee
Switzerland
$910K +$828K +15,530 New
ProShare Advisors
133
ProShare Advisors
Maryland
$904K +$124K +2,322 +18%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$901K -$3M -56,225 -79%
MCM
135
MAI Capital Management
Ohio
$896K +$8.26K +155 +1%
AWM
136
Accurate Wealth Management
Florida
$892K -$125K -2,338 -13%
SA
137
Sanctuary Advisors
Indiana
$892K -$60.3K -1,131 -7%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$887K +$28.4K +533 +4%
XT
139
XTX Topco
Cayman Islands
$866K +$788K +14,779 New
AWM
140
AllSquare Wealth Management
New York
$854K
RWB
141
RMR Wealth Builders
New Jersey
$828K +$44.3K +832 +6%
NW
142
NewEdge Wealth
Pennsylvania
$825K
MA
143
Mutual Advisors
Nebraska
$807K -$59.9K -1,124 -8%
Corient Private Wealth
144
Corient Private Wealth
Florida
$800K -$37.5K -704 -5%
PI
145
PFG Investments
New York
$799K +$11.7K +219 +2%
EGA
146
Eagle Global Advisors
Texas
$789K +$129K +2,420 +22%
DBRC
147
D.B. Root & Company
Pennsylvania
$788K -$35.3K -662 -5%
FSA
148
Financial Security Advisor
Virginia
$758K +$57K +1,070 +9%
GRP
149
Global Retirement Partners
California
$756K -$691K -12,961 -50%
CFA
150
Cahill Financial Advisors
Minnesota
$756K -$51.3K -963 -7%