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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
BostonPremier Wealth
Massachusetts
$607K
VAM
177
Verity Asset Management
North Carolina
$606K -$24.6K -381 -4%
BWP
178
Balboa Wealth Partners
Arizona
$591K
AG
179
AlTi Global
New York
$582K
IWA
180
Icon Wealth Advisors
Texas
$579K
Vanguard Personalized Indexing Management
181
Vanguard Personalized Indexing Management
California
$578K -$13.4K -207 -2%
AIM
182
AXA Investment Managers
France
$554K +$563K +8,716 New
PWM
183
Perigon Wealth Management
California
$552K +$4.65K +72 +0.8%
KWM
184
Kingsview Wealth Management
Oregon
$550K +$194 +3 +0%
VPP
185
Vertex Planning Partners
Illinois
$546K
AWM
186
AE Wealth Management
Kansas
$537K +$149K +2,308 +38%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$534K
VF
188
Virtu Financial
New York
$527K +$536K +8,287 New
IWP
189
Innova Wealth Partners
Pennsylvania
$524K +$194 +3 +0%
DI
190
Disciplined Investors
Texas
$518K
ACI
191
Alpha Cubed Investments
California
$509K +$70.4K +1,090 +16%
SG Americas Securities
192
SG Americas Securities
New York
$508K -$182K -2,811 -26%
MA
193
Mutual Advisors
Nebraska
$506K -$15.9K -246 -3%
CRWM
194
Castle Rock Wealth Management
California
$499K -$72.3K -1,119 -13%
UAG
195
United Advisor Group
Ohio
$495K +$8.08K +125 +2%
GSEP
196
Golden State Equity Partners
California
$489K
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$482K -$1.23K -19 -0.2%
GRP
198
Global Retirement Partners
California
$476K -$4.78K -74 -1%
ST
199
Sentinel Trust
Texas
$472K -$79K -1,222 -14%
FG
200
Fiduciary Group
Georgia
$468K