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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
151
Joseph P. Lucia & Associates
New York
$214K +$51.2K +1,200 +32%
UCFA
152
United Capital Financial Advisors
Texas
$210K -$57.2K -1,341 -22%
GRP
153
Global Retirement Partners
California
$201K
CWM
154
Cornerstone Wealth Management
Missouri
$201K +$198K +4,651 New
TCOV
155
Trust Company of Vermont
Vermont
$200K +$198K +4,630 New
CFB
156
Cullen/Frost Bankers
Texas
$154K
SAS
157
Stelac Advisory Services
New York
$145K +$299 +7 +0.2%
HWA
158
Heritage Wealth Advisors
Virginia
$144K
PFBT
159
Parkside Financial Bank & Trust
Missouri
$130K
BBHC
160
Brown Brothers Harriman & Co
New York
$130K +$128K +3,000 New
EIP
161
Ellis Investment Partners
Pennsylvania
$119K +$1.37K +32 +1%
SFS
162
Sowell Financial Services
Arkansas
$110K +$108K +2,538 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$97K
SAM
164
Shamrock Asset Management
Texas
$96K
AAM
165
Advisors Asset Management
Colorado
$92.5K +$91.4K +2,141 New
AWM
166
Avior Wealth Management
Nebraska
$90K
US Bancorp
167
US Bancorp
Minnesota
$88K -$106K -2,474 -55%
AIM
168
Advantage Investment Management
Iowa
$87K +$213 +5 +0.2%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$86K
PCG
170
Private Capital Group
Connecticut
$82K +$80.7K +1,892 New
OIA
171
Optimum Investment Advisors
Illinois
$69K
FANJ
172
Financial Architects (New Jersey)
New Jersey
$52K
CAM
173
CenterStar Asset Management
Illinois
$50K
PI
174
PEAK6 Investments
Illinois
$47K +$47.1K +1,104 New
GT
175
Glenmede Trust
Pennsylvania
$46K