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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$853K -$54K -1,024 -6%
AP
152
Americana Partners
Texas
$843K +$856K +16,245 New
GCM
153
Greenland Capital Management
New York
$830K +$274K +5,200 +48%
SEP
154
Signature Equity Partners
Ohio
$827K -$80K -1,518 -9%
ProShare Advisors
155
ProShare Advisors
Maryland
$798K -$60.7K -1,151 -7%
VWM
156
Venturi Wealth Management
Texas
$795K -$13.2K -250 -2%
BAM
157
Belpointe Asset Management
Nevada
$780K -$3.43K -65 -0.4%
FCA
158
Fortis Capital Advisors
Kansas
$780K -$3.43K -65 -0.4%
Stifel Financial
159
Stifel Financial
Missouri
$767K -$21.5K -407 -3%
NW
160
NewEdge Wealth
Pennsylvania
$757K
HWM
161
HB Wealth Management
Georgia
$753K +$58.7K +1,113 +8%
MWM
162
Mindset Wealth Management
Indiana
$733K +$16.5K +314 +2%
WWA
163
WCG Wealth Advisors
Nevada
$731K
P
164
&Partners
Tennessee
$730K +$30.7K +582 +4%
FSA
165
Financial Security Advisor
Virginia
$729K +$1.53K +29 +0.2%
PI
166
PFG Investments
New York
$705K +$41K +778 +6%
IFG
167
Independent Financial Group
California
$690K -$73.4K -1,393 -9%
SAM
168
Smartleaf Asset Management
Massachusetts
$689K
Vanguard Personalized Indexing Management
169
Vanguard Personalized Indexing Management
California
$681K +$65K +1,234 +10%
TWM
170
Tradition Wealth Management
Minnesota
$676K +$9.86K +187 +1%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$665K +$103K +1,957 +18%
AF
172
Allworth Financial
California
$658K -$60K -1,138 -8%
GC
173
Guggenheim Capital
Illinois
$654K +$49.2K +933 +8%
EH
174
Equitable Holdings
New York
$649K +$158 +3 +0%
AG
175
AlTi Global
New York
$646K +$174K +3,307 +36%