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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
Iams Wealth Management
Nebraska
$441K
PWM
177
Perigon Wealth Management
California
$440K
Vanguard Personalized Indexing Management
178
Vanguard Personalized Indexing Management
California
$436K +$126K +2,513 +41%
CRWM
179
Castle Rock Wealth Management
California
$430K -$6.8K -136 -2%
FC
180
FORA Capital
Florida
$430K +$429K +8,576 New
OIA
181
OneDigital Investment Advisors
Kansas
$426K +$1.15K +23 +0.3%
TRCT
182
Tower Research Capital (TRC)
New York
$425K +$411K +8,231 +3,228%
SBIA
183
Sheaff Brock Investment Advisors
Indiana
$424K -$8.7K -174 -2%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$421K
GSEP
185
Golden State Equity Partners
California
$406K
Focus Partners Wealth
186
Focus Partners Wealth
Massachusetts
$402K +$4.95K +99 +1%
SA
187
SpiderRock Advisors
Delaware
$388K +$40.4K +808 +12%
UAG
188
United Advisor Group
Ohio
$384K -$36.5K -730 -9%
TAM
189
Townsend Asset Management
North Carolina
$382K +$21.2K +425 +6%
RFN
190
RDA Financial Network
Iowa
$373K -$64K -1,280 -15%
EH
191
Equitable Holdings
New York
$370K +$126K +2,516 +52%
MC
192
Moors & Cabot
Massachusetts
$362K
SC
193
Schubert & Co
Texas
$355K
KWM
194
Kingsview Wealth Management
Oregon
$353K +$7.4K +148 +2%
RJT
195
Raymond James Trust
Florida
$346K
ATC
196
Argent Trust Co
Tennessee
$345K -$58.9K -1,179 -15%
CIAS
197
Capital Investment Advisory Services
North Carolina
$336K +$6.7K +134 +2%
ACI
198
Alpha Cubed Investments
California
$334K +$4.4K +88 +1%
LIA
199
LBMC Investment Advisors
Tennessee
$331K
MAM
200
Milestone Asset Management
Pennsylvania
$328K +$1.7K +34 +0.5%