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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
201
Alera Investment Advisors
Illinois
$9K +$10.3K +277 New
SMFS
202
Squar Milner Financial Services
California
$8K – – –
DWM
203
Doyle Wealth Management
Florida
$7K +$7.44K +200 New
LPWM
204
Lake Point Wealth Management
Texas
$7K +$7.44K +200 New
NCM
205
Nelson Capital Management
California
$6K – – –
KTC
206
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
DAM
207
Delta Asset Management
Tennessee
$4K – – –
CG
208
Cutler Group
California
$4K +$4.69K +126 New
PGWM
209
Parisi Gray Wealth Management
New Jersey
$4K +$4.69K +126 New
CTC
210
Central Trust Company
Missouri
$3K – – –
IAS
211
IMA Advisory Services
Colorado
$3K – – –
SFG
212
SevenBridge Financial Group
Pennsylvania
$3K – – –
C
213
Cerebellum
California
$3K +$149 +4 +4%
FGC
214
Financial Gravity Companies
Texas
$2K +$1.75K +47 New
DOA
215
D'Orazio & Associates
Virginia
$1K +$37 +1 +3%
MOS
216
MGO One Seven
Ohio
$1K +$1.86K +50 New
OAM
217
Oxford Asset Management
United Kingdom
– -$2.84M -73,565 Closed
WB
218
Wilks Brothers
Texas
– -$997K -25,900 Closed
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
– -$795K -20,648 Closed
MF
220
Magnetar Financial
Illinois
– -$770K -20,000 Closed
CFB
221
Cullen/Frost Bankers
Texas
– -$730K -18,952 Closed
EGA
222
Eagle Global Advisors
Texas
– -$604K -15,700 Closed
SSA
223
Schonfeld Strategic Advisors
New York
– -$374K -9,700 Closed
CRWM
224
Castle Rock Wealth Management
California
– -$366K -9,381 Closed
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
– -$347K -9,000 Closed
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