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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$97K
AWM
152
Avior Wealth Management
Nebraska
$80K +$4.79K +170 +7%
TI
153
tru Independence
Oregon
$72K
EP
154
Eudaimonia Partners
Tennessee
$62K
QT
155
Quantbot Technologies
New York
$54K -$677 -24 -1%
VFA
156
Valeo Financial Advisors
Indiana
$54K +$1.04K +37 +2%
CFG
157
Capstone Financial Group
Oklahoma
$52K
FANJ
158
Financial Architects (New Jersey)
New Jersey
$50K +$4.23K +150 +10%
SFS
159
Sowell Financial Services
Arkansas
$49K +$254 +9 +0.6%
RWB
160
RMR Wealth Builders
New Jersey
$44K +$40K +1,418 New
PA
161
Parallel Advisors
California
$43K +$21.1K +750 +117%
TC
162
Truvestments Capital
Florida
$42K +$12.5K +444 +47%
CFGS
163
Concourse Financial Group Securities
Alabama
$37K +$7.05K +250 +27%
APA
164
American Portfolios Advisors
New York
$34K +$254 +9 +0.8%
OIA
165
Optimum Investment Advisors
Illinois
$34K -$42.8K -1,520 -58%
HWA
166
HHM Wealth Advisors
Tennessee
$31K
APWA
167
Atlas Private Wealth Advisors
New Jersey
$31K +$28.2K +1,000 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$27K +$6.62K +235 +37%
LFG
169
LifePlan Financial Group
Ohio
$24K
CAC
170
Certified Advisory Corp
Florida
$24K +$141 +5 +0.7%
GT
171
Glenmede Trust
Pennsylvania
$23K -$9.19K -326 -30%
THWM
172
Taylor Hoffman Wealth Management
Virginia
$23K +$21.1K +750 New
PWMG
173
Prestige Wealth Management Group
New Jersey
$20K
LFG
174
Larson Financial Group
Missouri
$18K +$338 +12 +2%
WB
175
Webster Bank
Connecticut
$17K