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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$1.03M +$103K +1,870 +12%
CA
127
Callahan Advisors
Texas
$1.01M -$2.1K -38 -0.2%
BTI
128
Blue Trust Inc
Georgia
$1M +$455K +8,226 +94%
MAM
129
Milestone Asset Management
Pennsylvania
$997K +$292K +5,281 +46%
CIA
130
Concurrent Investment Advisors
Florida
$991K +$103K +1,856 +12%
ProShare Advisors
131
ProShare Advisors
Maryland
$985K -$30.2K -547 -3%
UCI
132
Uncommon Cents Investing
Wisconsin
$971K +$12.8K +231 +1%
WWA
133
WCG Wealth Advisors
Nevada
$961K +$30.4K +550 +3%
BCA
134
Bay Colony Advisors
Massachusetts
$939K +$10.7K +193 +1%
VWM
135
Venturi Wealth Management
Texas
$921K -$1.23M -22,238 -59%
IFG
136
Independent Financial Group
California
$910K -$134K -2,428 -14%
Corient Private Wealth
137
Corient Private Wealth
Florida
$910K -$30.2K -547 -3%
NW
138
NewEdge Wealth
Pennsylvania
$895K -$276 -5 -0%
BAM
139
Belpointe Asset Management
Nevada
$888K
FCA
140
Fortis Capital Advisors
Kansas
$888K
CCM
141
Chilton Capital Management
Texas
$886K
SAI
142
Savvy Advisors Inc
New York
$860K +$136K +2,465 +20%
SA
143
Sanctuary Advisors
Indiana
$856K -$1.55K -28 -0.2%
Millennium Management
144
Millennium Management
New York
$855K -$259K -4,692 -24%
PI
145
PFG Investments
New York
$833K +$16.1K +292 +2%
AWM
146
AllSquare Wealth Management
New York
$826K -$22.1K -400 -3%
MCM
147
MAI Capital Management
Ohio
$809K +$19.7K +356 +3%
FSA
148
Financial Security Advisor
Virginia
$791K +$1.44K +26 +0.2%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$788K +$737K +13,340 New
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$782K -$4.42K -80 -0.6%