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Main Street Capital
MAIN

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
201
Global Retirement Partners
California
$446K +$417K +7,552 New
VT
202
Vise Technologies
New York
$446K +$417K +7,548 New
FG
203
Fiduciary Group
Georgia
$435K +$99.5K +1,800 +32%
GS
204
GWN Securities
Florida
$424K +$397K +7,178 New
ATC
205
Argent Trust Co
Tennessee
$419K +$4.42K +80 +1%
SC
206
Schubert & Co
Texas
$418K – – –
CIAS
207
Capital Investment Advisory Services
North Carolina
$414K +$5.53K +100 +1%
ACI
208
Alpha Cubed Investments
California
$409K +$4.7K +85 +1%
LIA
209
LBMC Investment Advisors
Tennessee
$392K +$332 +6 +0.1%
FWA
210
FSM Wealth Advisors
Ohio
$384K +$4.75K +86 +1%
DS
211
DRW Securities
Illinois
$376K +$352K +6,364 New
MC
212
Moors & Cabot
Massachusetts
$367K -$55.3K -1,000 -14%
AWM
213
AE Wealth Management
Kansas
$363K -$13.9K -251 -4%
UCMOK
214
United Capital Management of KS
Kansas
$362K +$338K +6,122 New
SFI
215
Susquehanna Fundamental Investments
Pennsylvania
$361K -$1.15M -20,718 -77%
IWM
216
Iams Wealth Management
Nebraska
$361K -$149K -2,700 -31%
GT
217
Glenview Trust
Kentucky
$361K +$337K +6,100 New
RFN
218
RDA Financial Network
Iowa
$360K -$30.6K -554 -8%
ANBT
219
American National Bank & Trust
Texas
$355K +$332K +6,000 New
CAG
220
Crestwood Advisors Group
Massachusetts
$346K – – –
PI
221
PineBridge Investments
New York
$335K +$313K +5,665 New
SWA
222
Stratos Wealth Advisors
Ohio
$331K +$221 +4 +0.1%
WCM
223
Whitener Capital Management
North Carolina
$323K +$1.77K +32 +0.6%
AF
224
Apexium Financial
Texas
$321K – – –
MWM
225
Manske Wealth Management
Texas
$320K – – –
7 8
9
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