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Main Street Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$547K -$50.3K -853 -9%
BMCM
202
Burns Matteson Capital Management
New York
$533K +$520K +8,827 New
VPP
203
Vertex Planning Partners
Illinois
$518K
PWM
204
Perigon Wealth Management
California
$516K -$8.26K -140 -2%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$507K
PI
206
PineBridge Investments
New York
$507K -$195K -3,315 -28%
AG
207
AmeriFlex Group
Nevada
$501K -$670K -11,367 -58%
IWP
208
Innova Wealth Partners
Pennsylvania
$498K +$236 +4 +0%
DI
209
Disciplined Investors
Texas
$492K
SC
210
Sepio Capital
Utah
$483K +$472K +8,000 New
MFG
211
Merit Financial Group
Georgia
$479K +$151K +2,567 +48%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$472K +$156K +2,654 +51%
GSEP
213
Golden State Equity Partners
California
$464K
KWM
214
Kingsview Wealth Management
Oregon
$455K -$65.9K -1,117 -13%
TCM
215
Triumph Capital Management
Colorado
$453K +$45.9K +779 +12%
FG
216
Fiduciary Group
Georgia
$444K
CRWM
217
Castle Rock Wealth Management
California
$444K -$38.1K -646 -8%
ATC
218
Argent Trust Co
Tennessee
$438K +$4.48K +76 +1%
CIAS
219
Capital Investment Advisory Services
North Carolina
$433K +$4.19K +71 +1%
MWM
220
Maridea Wealth Management
New York
$431K +$421K +7,132 New
SC
221
Schubert & Co
Texas
$427K
CC
222
Centiva Capital
New York
$425K +$415K +7,037 New
ACI
223
Alpha Cubed Investments
California
$418K -$63.9K -1,083 -14%
ST
224
Sentinel Trust
Texas
$409K -$38.7K -656 -9%
UCMOK
225
United Capital Management of KS
Kansas
$409K +$2.77K +47 +0.7%