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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$276K +$2.64K +60 +1%
ATC
152
Argent Trust Co
Tennessee
$270K +$265K +6,024 New
CFB
153
Cullen/Frost Bankers
Texas
$255K +$64.1K +1,457 +35%
MA
154
Mutual Advisors
Nebraska
$254K -$5.06K -115 -2%
Stifel Financial
155
Stifel Financial
Missouri
$244K -$55.1K -1,254 -19%
CRWM
156
Castle Rock Wealth Management
California
$243K
SGCA
157
Steel Grove Capital Advisors
Tennessee
$239K
SCI
158
Stableford Capital II
Arizona
$238K
SB
159
Strategic Blueprint
Georgia
$234K +$229K +5,210 New
BCA
160
Biltmore Capital Advisors
New Jersey
$234K +$230K +5,220 New
SPIA
161
Steward Partners Investment Advisory
New York
$230K +$220 +5 +0.1%
BFS
162
Bard Financial Services
Connecticut
$224K
EWM
163
Evercore Wealth Management
New York
$224K
SBH
164
Segall Bryant & Hamill
Illinois
$224K
OHWP
165
Oak Harbor Wealth Partners
North Carolina
$224K +$220K +5,000 New
DE
166
Day & Ennis
Georgia
$220K
PFA
167
Peak Financial Advisors
Colorado
$220K +$216K +4,906 New
MM
168
MQS Management
New York
$219K +$214K +4,874 New
KCFA
169
Key Client Fiduciary Advisors
New Jersey
$216K +$212K +4,825 New
ACS
170
Archford Capital Strategies
Illinois
$214K -$36.9K -839 -15%
JPLA
171
Joseph P. Lucia & Associates
New York
$211K
AWM
172
Accurate Wealth Management
Florida
$207K
AFC
173
Adaptive Financial Consulting
Ohio
$205K +$201K +4,568 New
DADC
174
D.A. Davidson & Co
Montana
$204K +$200K +4,556 New
EAM
175
Evanson Asset Management
California
$203K +$199K +4,519 New