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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
176
Colony Group
Massachusetts
$289K +$290K +7,117 New
SC
177
Schubert & Co
Texas
$287K – – –
CCP
178
Carmel Capital Partners
California
$284K – – –
AAG
179
Armstrong Advisory Group
Massachusetts
$271K +$163 +4 +0.1%
KWM
180
Kingsview Wealth Management
Oregon
$271K +$5.18K +127 +2%
SWP
181
Stratos Wealth Partners
Ohio
$265K -$70.4K -1,726 -21%
NFG
182
Nations Financial Group
Iowa
$259K +$14.6K +358 +6%
ACI
183
Alpha Cubed Investments
California
$256K +$257K +6,298 New
WCM
184
Whitener Capital Management
North Carolina
$256K -$1.92K -47 -0.7%
IA
185
IFP Advisors
Florida
$256K -$19.2K -471 -7%
CIAS
186
Capital Investment Advisory Services
North Carolina
$254K +$3.26K +80 +1%
CWM
187
Congress Wealth Management
Massachusetts
$239K +$30.6K +750 +15%
CW
188
CreativeOne Wealth
Kansas
$233K -$2.77K -68 -1%
WS
189
Wedbush Securities
California
$221K +$122 +3 +0.1%
CWP
190
Core Wealth Partners
California
$220K – – –
WSCM
191
Wellington Shields Capital Management
New York
$217K – – –
GLA
192
Good Life Advisors
Pennsylvania
$217K +$5.02K +123 +2%
SGCA
193
Steel Grove Capital Advisors
Tennessee
$216K – – –
HIA
194
Harbor Investment Advisory
Maryland
$215K – – –
RA
195
Riverstone Advisors
Texas
$210K -$16.3K -400 -7%
VIA
196
Virtus Investment Advisers
Connecticut
$207K – – –
DE
197
Day & Ennis
Georgia
$204K +$205K +5,021 New
CRI
198
Colonial River Investments
Virginia
$204K – – –
EWM
199
Evercore Wealth Management
New York
$203K – – –
OHWP
200
Oak Harbor Wealth Partners
North Carolina
$203K – – –
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