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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
Tradition Wealth Management
Minnesota
$680K +$9.89K +167 +1%
PI
177
PFG Investments
New York
$679K -$3.97K -67 -0.5%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$674K -$1.89M -31,843 -71%
RWB
179
RMR Wealth Builders
New Jersey
$673K -$12.4K -209 -2%
DBRC
180
D.B. Root & Company
Pennsylvania
$672K -$1.01K -17 -0.1%
CAP
181
Cordoba Advisory Partners
New York
$666K +$19.9K +336 +3%
FCM
182
Fieldview Capital Management
Michigan
$663K +$742K +12,526 New
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$663K -$62.7K -1,058 -8%
CIA
184
Concurrent Investment Advisors
Florida
$662K +$39K +658 +6%
CCA
185
Catalyst Capital Advisors
New York
$642K
WIA
186
Westbourne Investment Advisors
Maryland
$641K
AC
187
AlphaCore Capital
California
$636K +$711K +12,005 New
Vanguard Personalized Indexing Management
188
Vanguard Personalized Indexing Management
California
$629K +$83.2K +1,404 +13%
IC
189
Inscription Capital
Texas
$626K +$829 +14 +0.1%
Truist Financial
190
Truist Financial
North Carolina
$622K +$10.5K +177 +2%
GC
191
Guggenheim Capital
Illinois
$619K -$25.1K -423 -3%
VCM
192
Virtue Capital Management
Tennessee
$607K +$13.4K +227 +2%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$575K +$48K +810 +8%
CIC
194
Carnegie Investment Counsel
Ohio
$575K +$643K +10,851 New
GCM
195
Greenland Capital Management
New York
$572K +$255K +4,300 +66%
NFSG
196
Newbridge Financial Services Group
Florida
$572K +$8.83K +149 +1%
CPA
197
Capital Performance Advisors
California
$557K
BCWM
198
Bartlett & Co Wealth Management
Ohio
$541K +$77K +1,300 +15%
IWA
199
Icon Wealth Advisors
Texas
$538K +$53.3K +900 +10%
AI
200
Atria Investments
North Carolina
$534K -$162K -2,732 -21%