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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Chilton Capital Management
Texas
$885K
NFG
152
Nations Financial Group
Iowa
$882K +$65.3K +1,102 +7%
ProShare Advisors
153
ProShare Advisors
Maryland
$875K +$6.63K +112 +0.7%
BCA
154
Bay Colony Advisors
Massachusetts
$856K +$10.1K +170 +1%
XT
155
XTX Topco
Cayman Islands
$844K -$2.7M -45,579 -74%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$842K -$119K -2,010 -11%
VWM
157
Venturi Wealth Management
Texas
$825K
GSEP
158
Golden State Equity Partners
California
$811K +$451K +7,617 +99%
Corient Private Wealth
159
Corient Private Wealth
Florida
$810K -$51.8M -875,162 -98%
Stifel Financial
160
Stifel Financial
Missouri
$805K +$152K +2,567 +20%
BAM
161
Belpointe Asset Management
Nevada
$799K +$3.85K +65 +0.4%
FCA
162
Fortis Capital Advisors
Kansas
$799K +$3.85K +65 +0.4%
IFG
163
Independent Financial Group
California
$778K -$107K -1,812 -11%
NW
164
NewEdge Wealth
Pennsylvania
$772K
EH
165
Equitable Holdings
New York
$755K +$126K +2,125 +20%
WWA
166
WCG Wealth Advisors
Nevada
$746K -$81.4K -1,375 -9%
FSA
167
Financial Security Advisor
Virginia
$743K +$1.6K +27 +0.2%
MCM
168
MAI Capital Management
Ohio
$741K +$15.7K +265 +2%
EF
169
Empowered Funds
Pennsylvania
$735K +$9.77K +165 +1%
AF
170
Allworth Financial
California
$732K -$20.6K -348 -2%
MWM
171
Mindset Wealth Management
Indiana
$731K +$55.2K +932 +7%
P
172
&Partners
Tennessee
$711K +$575K +9,711 +257%
HWM
173
HB Wealth Management
Georgia
$710K +$56.3K +951 +8%
EGA
174
Eagle Global Advisors
Texas
$709K -$467K -7,880 -37%
SAM
175
Smartleaf Asset Management
Massachusetts
$690K +$2.49K +42 +0.3%