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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Whitener Capital Management
North Carolina
$282K -$9.61K -197 -3%
CWP
202
Core Wealth Partners
California
$273K
WSCM
203
Wellington Shields Capital Management
New York
$270K
CWM
204
Congress Wealth Management
Massachusetts
$270K
AR
205
Advisory Research
Illinois
$269K -$7.08K -145 -3%
SGCA
206
Steel Grove Capital Advisors
Tennessee
$269K
HIA
207
Harbor Investment Advisory
Maryland
$267K -$488 -10 -0.2%
BC
208
Bridgefront Capital
Texas
$266K +$14.1K +288 +6%
IA
209
IFP Advisors
Florida
$262K -$45.4K -930 -15%
VAM
210
Verity Asset Management
North Carolina
$258K +$2.44K +50 +1%
NP
211
NorthRock Partners
Minnesota
$258K
VIA
212
Virtus Investment Advisers
Connecticut
$257K
MHIC
213
Marble Harbor Investment Counsel
Massachusetts
$252K -$488K -10,000 -67%
OHWP
214
Oak Harbor Wealth Partners
North Carolina
$252K
BJL
215
Brighton Jones LLC
Washington
$251K +$4K +82 +2%
Lido Advisors
216
Lido Advisors
California
$248K +$239K +4,906 New
EH
217
Equitable Holdings
New York
$246K -$26.1K -534 -10%
AWM
218
AE Wealth Management
Kansas
$245K +$237K +4,853 New
CRI
219
Colonial River Investments
Virginia
$244K
AWM
220
Axxcess Wealth Management
California
$244K +$236K +4,836 New
WS
221
Wedbush Securities
California
$244K
AAG
222
Armstrong Advisory Group
Massachusetts
$238K -$120K -2,457 -34%
EWM
223
Evercore Wealth Management
New York
$237K -$26.6K -546 -10%
FWM
224
Focused Wealth Management
New York
$231K +$1.85K +38 +0.8%
VT
225
Vise Technologies
New York
$228K +$220K +4,515 New