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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$578K
SWP
177
Stratos Wealth Partners
Ohio
$574K +$5.58K +101 +1%
BW
178
BostonPremier Wealth
Massachusetts
$564K
EF
179
Empowered Funds
Pennsylvania
$557K +$35K +633 +7%
HI
180
Harbour Investments
Wisconsin
$557K -$32.5K -588 -6%
Vanguard Personalized Indexing Management
181
Vanguard Personalized Indexing Management
California
$550K -$26.6K -481 -5%
BWP
182
Balboa Wealth Partners
Arizona
$549K -$5.53K -100 -1%
AG
183
AlTi Global
New York
$541K
IWA
184
Icon Wealth Advisors
Texas
$538K
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$528K +$2.49K +45 +0.5%
VIA
186
Virtus Investment Advisers
Connecticut
$518K -$34.5K -624 -7%
KWM
187
Kingsview Wealth Management
Oregon
$511K -$80.3K -1,453 -14%
ST
188
Sentinel Trust
Texas
$511K -$146K -2,641 -23%
PWM
189
Perigon Wealth Management
California
$509K -$16.5K -298 -3%
VPP
190
Vertex Planning Partners
Illinois
$507K
PAS
191
Park Avenue Securities
New York
$501K +$71K +1,284 +18%
Axa
192
Axa
France
$501K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$496K
Group One Trading
194
Group One Trading
Illinois
$494K +$462K +8,362 New
TCM
195
Triumph Capital Management
Colorado
$491K +$7.96K +144 +2%
IWP
196
Innova Wealth Partners
Pennsylvania
$487K -$5.36K -97 -1%
DI
197
Disciplined Investors
Texas
$482K +$451K +8,150 New
GSEP
198
Golden State Equity Partners
California
$454K
UAG
199
United Advisor Group
Ohio
$452K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$449K -$69.5K -1,258 -14%