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Main Street Capital Corp (MAIN)

CUSIP: 56035L104 | NYSE | Financial Services · Asset Management | Mid Cap | 1192 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Adell Harriman & Carpenter Inc514,483
1.4% of portfolio›$28.3M
Muzinich & Co., Inc.509,217
9.3% of portfolio›$28.0M
Sumitomo Mitsui Trust Group, Inc.366,608
0.0% of portfolio›$20.2M
Childress Capital Advisors, LLC216,587
1.8% of portfolio›$11.9M
Sanders Morris Harris LLC198,923
1.5% of portfolio›$11.0M
Bridgelight Financial Advisors, Inc.168,154
6.4% of portfolio›$9.3M
Tectonic Advisors LLC159,437
0.4% of portfolio›$8.8M
Cambridge Investment Research Advisors, Inc.152,501
0.0% of portfolio›$8.4K
Tctc Holdings, LLC132,691
0.2% of portfolio›$7.3M
Hourglass Capital, LLC122,050
1.4% of portfolio›$6.7M
Hamilton Point Investment Advisors, LLC114,834
0.9% of portfolio›$6.3M
Segment Wealth Management, LLC114,753
0.3% of portfolio›$6.3M
Meridian Wealth Management, LLC112,163
0.2% of portfolio›$6.2M
Confluence Investment Management LLC96,050
0.1% of portfolio›$5.3M
Albion Financial Group88,112
0.3% of portfolio›$4.9M
Creative Planning70,372
0.0% of portfolio›$3.9M
Pembroke Management, LTD68,822
0.5% of portfolio›$3.8M
Kestra Advisory Services, LLC62,191
0.0% of portfolio›$3.4M
Commonwealth Equity Services, LLC60,249
0.0% of portfolio›$3.3M
Midwest Professional Planners, Ltd.58,546
0.6% of portfolio›$3.2M
Concurrent Investment Advisors, LLC54,121
0.0% of portfolio›$3.0M
Sound Income Strategies, LLC53,052
0.1% of portfolio›$2.9M
Clear Trail Advisors, LLC51,660
0.4% of portfolio›$2.8M
Taylor Frigon Capital Management LLC50,955
1.4% of portfolio›$2.8M
Focus Financial Network, Inc.49,805
0.1% of portfolio›$2.7M
Capital Investment Advisors, LLC44,042
0.0% of portfolio›$2.4M
Lido Advisors, LLC38,245
0.0% of portfolio›$2.1M
Legacy Capital Wealth Partners, LLC34,049
0.4% of portfolio›$1.9M
B. Riley Wealth Advisors, Inc.29,544
0.1% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC25,917
0.0% of portfolio›$1.4M
Sigma Planning Corp25,553
0.0% of portfolio›$1.4M
Bokf, NA25,000
0.0% of portfolio›$1.4M
MacKenzie Financial Corp24,136
0.0% of portfolio›$1.3M
Castleview Partners, LLC23,680
0.6% of portfolio›$1.3M
Vestor Capital, LLC22,583
0.2% of portfolio›$3.2K
SMH Capital Advisors Inc22,095
4.6% of portfolio›$1.2M
Generali Investments CEE, investicni spolecnost, a.s.20,785
0.1% of portfolio›$1.1M
Independent Financial Group, LLC20,051
0.0% of portfolio›$1.1M
HUB Investment Partners, LLC19,924
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC19,726
0.0% of portfolio›$1.1M
Strategy Asset Managers LLC19,702
0.2% of portfolio›$1.1M
WealthPLAN Partners, LLC19,690
0.2% of portfolio›$1.1M
Wedmont Private Capital18,730
0.0% of portfolio›$1.0M
Blue Trust, Inc.18,707
0.0% of portfolio›$1.0M
SS&H Financial Advisors, Inc.18,691
0.0% of portfolio›$1.0K
Simon Quick Advisors, LLC18,342
0.0% of portfolio›$1.0M
Truist Financial Corp17,684
0.0% of portfolio›$973.5K
Uncommon Cents Investing Inc17,624
0.2% of portfolio›$970.2K
Signature Equity Partners, LLC17,596
0.3% of portfolio›$968.7K
HB Wealth Management, LLC16,914
0.0% of portfolio›$931.1K
Chilton Capital Management LLC16,858
0.0% of portfolio›$928.0K
Prospera Financial Services Inc16,287
0.0% of portfolio›$900.9K
Cordoba Advisory Partners LLC16,039
0.1% of portfolio›$883.6K
Americana Partners, LLC15,845
0.0% of portfolio›$872.3K
Ascentis Independent Advisors15,383
0.0% of portfolio›$846.8K
ProShare Advisors LLC14,634
0.0% of portfolio›$805.6K
Mindset Wealth Management, LLC14,125
0.1% of portfolio›$777.6K
Eagle Global Advisors LLC13,685
0.0% of portfolio›$753.4K
Triumph Capital Management12,685
0.1% of portfolio›$698.3K
Westbourne Investment Advisors, Inc.12,600
0.2% of portfolio›$693.6K
Inscription Capital, LLC12,346
0.1% of portfolio›$679.7K
Simplex Trading, LLC12,333
0.0% of portfolio›$678.9K
Catalyst Capital Advisors LLC12,128
0.0% of portfolio›$667.6K
RMR Wealth Builders12,050
0.0% of portfolio›$663.3K
D.B. Root & Company, LLC11,317
0.1% of portfolio›$623.0K
Nfsg Corp10,811
0.1% of portfolio›$595.1K
StoneX Group Inc.9,712
0.0% of portfolio›$548.6K
Archer Investment Corp9,354
0.1% of portfolio›$514.9K
Whipplewood Advisors, LLC9,130
0.3% of portfolio›$502.6K
Balboa Wealth Partners8,917
0.1% of portfolio›$490.9K
BostonPremier Wealth LLC8,250
0.2% of portfolio›$454.2K
Maia Wealth LLC8,248
0.1% of portfolio›$454.0K
Innova Wealth Partners8,229
0.2% of portfolio›$453.0K
Integrity Alliance, Llc.7,906
0.0% of portfolio›$435.2K
Nabity-Jensen Investment Management Inc7,878
0.3% of portfolio›$433.7K
Perigon Wealth Management, LLC7,827
0.0% of portfolio›$430.9K
Capital Investment Advisory Services, LLC7,528
0.0% of portfolio›$414.4K
Brighton Jones LLC7,047
0.0% of portfolio›$388.0K
Virtue Capital Management, LLC6,856
0.0% of portfolio›$377.4K
FSM Wealth Advisors, LLC6,769
0.0% of portfolio›$368.7K
Crestwood Advisors Group, LLC6,538
0.0% of portfolio›$359.9K
Castle Rock Wealth Management, LLC6,512
0.1% of portfolio›$356.6K
United Capital Management of KS, Inc.6,199
0.0% of portfolio›$341.3K
Csenge Advisory Group6,190
0.0% of portfolio›$340.7K
MGO One Seven LLC6,161
0.0% of portfolio›$339.2K
Glenview Trust Co6,100
0.0% of portfolio›$335.8K
Iams Wealth Management, LLC6,100
0.1% of portfolio›$335.8K
American National Bank & Trust6,000
0.0% of portfolio›$330.3K
Core Wealth Partners LLC5,949
0.1% of portfolio›$327.5K
Steel Grove Capital Advisors, LLC5,326
0.0% of portfolio›$293.2K
Partners Wealth Management, LLC5,299
0.0% of portfolio›$291.7K
United Advisor Group, LLC5,202
0.0% of portfolio›$286.4K
Manske Wealth Management5,200
0.1% of portfolio›$286.3K
SteelPeak Wealth, LLC5,197
0.0% of portfolio›$286.1K
RDA Financial Network5,158
0.1% of portfolio›$284.0K
Harbor Investment Advisory, LLC5,065
0.0% of portfolio›$278.8K
Cordgrass Capital Advisors, LLC5,000
0.1% of portfolio›$275.3K
Cullen T Bankers, Inc.4,602
0.0% of portfolio›$253.3K
Summit Securities Group LLC4,515
0.0% of portfolio›$248.6K
Procyon Advisors, LLC4,237
0.0% of portfolio›$233.2K
Colonial River Investments, LLC4,211
0.1% of portfolio›$231.8K
Hilton Head Capital Partners, LLC4,178
0.1% of portfolio›$230.0K
Global Assets Advisory, LLC4,120
0.1% of portfolio›$227.3K
Keybank National Association4,100
0.0% of portfolio›$225.7K
Whitener Capital Management, Inc.4,092
0.0% of portfolio›$225.3K
Avior Wealth Management, LLC4,025
0.0% of portfolio›$221.6K
Matthew Goff Investment Advisor, LLC4,000
0.0% of portfolio›$220.2K
Turtle Creek Wealth Advisors, LLC4,000
0.0% of portfolio›$220.2K
Cornerstone Wealth Management, LLC3,961
0.0% of portfolio›$218.0K
Nisa Investment Advisors, LLC3,900
0.0% of portfolio›$214.7K
Wesbanco Bank Inc3,791
0.0% of portfolio›$208.7K
Plan Group Financial, LLC3,765
0.0% of portfolio›$200.9K
Vise Technologies, Inc.3,754
0.0% of portfolio›$206.7K
Old National Bancorp3,703
0.0% of portfolio›$203.9K
Prime Capital Investment Advisors, LLC3,643
0.0% of portfolio›$200.5K
Union Bancaire Privee, UBP SA2,942
0.2% of portfolio›$25.5M
Farther Finance Advisors, LLC2,622
0.0% of portfolio›$144.4K
Latitude Advisors, LLC2,471
0.0% of portfolio›$136.0K
Cassaday & Co Wealth Management LLC2,225
0.0% of portfolio›$122.5K
Citigroup Inc2,083
0.0% of portfolio›$114.7K
Parallel Advisors, LLC1,927
0.0% of portfolio›$106.1K
Signaturefd, LLC1,901
0.0% of portfolio›$104.6K
Private Trust Co NA1,869
0.0% of portfolio›$102.9K
Assetmark, Inc1,629
0.0% of portfolio›$89.7K
IFP Advisors, Inc1,472
0.0% of portfolio›$81.0K
Lynch Investment Planning, LLC1,317
0.1% of portfolio›$72.5K
Armstrong Advisory Group, Inc1,203
0.0% of portfolio›$66.2K
Financial Management Professionals, Inc.1,196
0.0% of portfolio›$65.8K
CX Institutional1,186
0.0% of portfolio›$65
Root Financial Partners, LLC1,163
0.0% of portfolio›$64.0K
Washington Trust Advisors, Inc.1,129
0.0% of portfolio›$62.2K
Sunrise Financial Services, LLC1,125
0.0% of portfolio›$61.9K
Avion Wealth1,000
0.0% of portfolio›$55
Wilmington Savings Fund Society, FSB1,000
0.0% of portfolio›$55.1K
EverSource Wealth Advisors, LLC956
0.0% of portfolio›$52.6K
CoreCap Advisors, LLC816
0.0% of portfolio›$44.9K
Capital Advisors, Ltd. LLC750
0.0% of portfolio›$41
Financial Network Wealth Advisors LLC738
0.0% of portfolio›$40.6K
Lanark Financial, Inc.713
0.0% of portfolio›$39.3K
Hazlett, Burt & Watson, Inc.700
0.0% of portfolio›$39
Princeton Global Asset Management LLC600
0.0% of portfolio›$33.0K
Gilpin Wealth Management, LLC520
0.0% of portfolio›$28.6K
Asset Planning,Inc500
0.0% of portfolio›$27.5K
North Star Investment Management Corp.500
0.0% of portfolio›$27.5K
John Boyer, Inc.499
0.0% of portfolio›$27.5K
Roxbury Financial LLC402
0.0% of portfolio›$22.1K
Next Level Wealth Planning, LLC383
0.0% of portfolio›$21.1K
Kingdom Financial Group Llc.324
0.0% of portfolio›$17.9K
Manchester Capital Management LLC300
0.0% of portfolio›$16.5K
Mather Group, Llc.250
0.0% of portfolio›$13.8K
Meriwether Wealth & Planning, LLC250
0.0% of portfolio›$13.8K
Compass Financial Management LLC243
0.0% of portfolio›$13.4K
Strategic Advocates LLC234
0.0% of portfolio›$12.9K
Caitong International Asset Management Co., Ltd212
0.0% of portfolio›$11.7K
Elyxium Wealth, LLC202
0.0% of portfolio›$11.1K
Wolff Wiese Magana LLC187
0.0% of portfolio›$10.3K
Key Capital Management, Inc187
0.0% of portfolio›$10.3K
Jnba Financial Advisors129
0.0% of portfolio›$7.1K
Murphy & Mullick Capital Management Corp127
0.0% of portfolio›$7.0K
West Branch Capital LLC125
0.0% of portfolio›$6.9K
JFS Wealth Advisors, LLC103
0.0% of portfolio›$5.7K
Evolution Wealth Management Inc.100
0.0% of portfolio›$5.5K
Friedenthal Financial88
0.0% of portfolio›$4.8K
United Community Bank86
0.0% of portfolio›$4.7K
Financial Consulate, Inc86
0.0% of portfolio›$4.7K
SJS Investment Consulting Inc.75
0.0% of portfolio›$4.1K
Buck Wealth Strategies, LLC71
0.0% of portfolio›$3.9K
Covestor Ltd38
0.0% of portfolio›$2
Davis Capital Management33
0.0% of portfolio›$1.8K
Abound Wealth Management20
0.0% of portfolio›$1.1K
Farmers & Merchants Investments Inc19
0.0% of portfolio›$1.0K
Gamma Investing LLC19
0.0% of portfolio›$1.0K
Versant Capital Management, Inc18
0.0% of portfolio›$1.0K
RHL Group, LLC9
0.0% of portfolio›$495
MassMutual Private Wealth & Trust, FSB6
0.0% of portfolio›$330
PayPay Securities Corp0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Adell Harriman & Carpenter Inc
514,483$28.3M1.4%GrowthVery LowHouston, TX2026-11-02
Muzinich & Co., Inc.
509,217$28.0M9.3%YieldVery LowNew York, NY2026-10-22
Sumitomo Mitsui Trust Group, Inc.
366,608$20.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Childress Capital Advisors, LLC
216,587$11.9M1.8%GARPMediumHouston, TX2026-10-28
Sanders Morris Harris LLC
198,923$11.0M1.5%GARPLowHouston, TX2026-10-14
Bridgelight Financial Advisors, Inc.
168,154$9.3M6.4%CoreMediumShelton, CT2026-10-20
Tectonic Advisors LLC
159,437$8.8M0.4%YieldLowFrisco, TX2026-10-22
Cambridge Investment Research Advisors, Inc.
152,501$8.4K0.0%ETFLowFairfield, IA2026-11-02
Tctc Holdings, LLC
132,691$7.3M0.2%ValueVery LowDallas, TX2026-11-02
Hourglass Capital, LLC
122,050$6.7M1.4%ValueMediumHouston, TX2026-10-26
Hamilton Point Investment Advisors, LLC
114,834$6.3M0.9%CoreLowChapel Hill, NC2026-11-03
Segment Wealth Management, LLC
114,753$6.3M0.3%CoreLowHouston, TX2026-10-26
Meridian Wealth Management, LLC
112,163$6.2M0.2%GrowthLowLexington, KY2026-11-05
Confluence Investment Management LLC
96,050$5.3M0.1%ValueMediumSt. Louis, MO2026-10-01
Albion Financial Group
88,112$4.9M0.3%GrowthLowSalt Lake City, UT2026-10-21
Creative Planning
70,372$3.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Pembroke Management, LTD
68,822$3.8M0.5%GARPMediumMontreal, Austria2026-10-21
Kestra Advisory Services, LLC
62,191$3.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
60,249$3.3M0.0%ETFLowWaltham, MA2026-11-02
Midwest Professional Planners, Ltd.
58,546$3.2M0.6%GrowthMediumWausau, WI2026-10-29
Concurrent Investment Advisors, LLC
54,121$3.0M0.0%GrowthMediumTampa, FL2026-10-16
Sound Income Strategies, LLC
53,052$2.9M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Clear Trail Advisors, LLC
51,660$2.8M0.4%CoreLowHouston, TX2026-10-20
Taylor Frigon Capital Management LLC
50,955$2.8M1.4%GrowthMediumScottsdale, AZ2026-10-23
Focus Financial Network, Inc.
49,805$2.7M0.1%ETFLowMinneapolis, MN2026-10-14
Capital Investment Advisors, LLC
44,042$2.4M0.0%CoreLowAtlanta, GA2026-10-22
Lido Advisors, LLC
38,245$2.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Legacy Capital Wealth Partners, LLC
34,049$1.9M0.4%CoreMediumLittle Rock, AR2026-10-21
B. Riley Wealth Advisors, Inc.
29,544$1.6M0.1%GrowthLowMemphis, TN2026-10-13
Wealth Enhancement Advisory Services, LLC
25,917$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Sigma Planning Corp
25,553$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Bokf, NA
25,000$1.4M0.0%CoreLowTulsa, OK2026-10-27
MacKenzie Financial Corp
24,136$1.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Castleview Partners, LLC
23,680$1.3M0.6%CoreMediumDallas, TX2026-10-09
Vestor Capital, LLC
22,583$3.2K0.2%ValueMediumChicago, IL2026-11-04
SMH Capital Advisors Inc
22,095$1.2M4.6%YieldMediumFort Worth, TX2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
20,785$1.1M0.1%CoreLowPrague, Bahrain2026-10-15
Independent Financial Group, LLC
20,051$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
HUB Investment Partners, LLC
19,924$1.1M0.0%GrowthLowAustin, TX2026-11-03
Apollon Wealth Management, LLC
19,726$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Strategy Asset Managers LLC
19,702$1.1M0.2%CoreLowPasadena, CA2026-10-14
WealthPLAN Partners, LLC
19,690$1.1M0.2%CoreMediumOmaha, NE2026-10-15
Wedmont Private Capital
18,730$1.0M0.0%IndexVery LowWest Chester, PA2026-10-09
Blue Trust, Inc.
18,707$1.0M0.0%ETFLowBrentwood, TN2026-10-15
SS&H Financial Advisors, Inc.
18,691$1.0K0.0%CoreVery LowTroy, MI2026-10-28
Simon Quick Advisors, LLC
18,342$1.0M0.0%ETFLowMorristown, NJ2026-10-26
Truist Financial Corp
17,684$973.5K0.0%CoreLowCharlotte, NC2026-10-30
Uncommon Cents Investing Inc
17,624$970.2K0.2%ValueVery LowJanesville, WI2026-10-20
Signature Equity Partners, LLC
17,596$968.7K0.3%GrowthMediumColumbus, OH2026-10-29
HB Wealth Management, LLC
16,914$931.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Chilton Capital Management LLC
16,858$928.0K0.0%GrowthMediumHouston, TX2026-10-28
Prospera Financial Services Inc
16,287$900.9K0.0%CoreMediumDallas, TX2026-11-04
Cordoba Advisory Partners LLC
16,039$883.6K0.1%ETFMediumNew York, NY2026-10-19
Americana Partners, LLC
15,845$872.3K0.0%CoreMediumHouston, TX2026-10-28
Ascentis Independent Advisors
15,383$846.8K0.0%ETFLowDallas, TX2026-11-03
ProShare Advisors LLC
14,634$805.6K0.0%GrowthLowBethesda, MD2026-10-29
Mindset Wealth Management, LLC
14,125$777.6K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Eagle Global Advisors LLC
13,685$753.4K0.0%CoreLowHouston, TX2026-11-02
Triumph Capital Management
12,685$698.3K0.1%ETFMediumDenver, CO2026-10-14
Westbourne Investment Advisors, Inc.
12,600$693.6K0.2%GARPLowAnnapolis, MD2026-10-20
Inscription Capital, LLC
12,346$679.7K0.1%GARPMediumHouston, TX2026-11-02
Simplex Trading, LLC
12,333$678.9K0.0%CoreVery HighChicago, IL2026-11-04
Catalyst Capital Advisors LLC
12,128$667.6K0.0%ETFVery LowSan Juan, PR2026-11-02
RMR Wealth Builders
12,050$663.3K0.0%ETFLowMontclair, NJ2026-10-22
D.B. Root & Company, LLC
11,317$623.0K0.1%ETFLowPittsburgh, PA2026-11-04
Nfsg Corp
10,811$595.1K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
StoneX Group Inc.
9,712$548.6K0.0%ETFMediumNew York, NY2026-11-03
Archer Investment Corp
9,354$514.9K0.1%CoreMediumCarmel, IN2026-11-05
Whipplewood Advisors, LLC
9,130$502.6K0.3%ETFLowLittleton, CO2026-10-20
Balboa Wealth Partners
8,917$490.9K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
BostonPremier Wealth LLC
8,250$454.2K0.2%ETFVery LowHanover, MA2026-10-16
Maia Wealth LLC
8,248$454.0K0.1%ETFMediumDenver, CO2026-10-19
Innova Wealth Partners
8,229$453.0K0.2%ETFHighNewtown, PA2026-10-21
Integrity Alliance, Llc.
7,906$435.2K0.0%ETFMediumUrbandale, IA2026-10-29
Nabity-Jensen Investment Management Inc
7,878$433.7K0.3%ETFVery LowOmaha, NE2026-10-23
Perigon Wealth Management, LLC
7,827$430.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Capital Investment Advisory Services, LLC
7,528$414.4K0.0%CoreMediumRaleigh, NC2026-10-30
Brighton Jones LLC
7,047$388.0K0.0%CoreVery LowSeattle, WA2026-11-03
Virtue Capital Management, LLC
6,856$377.4K0.0%GrowthHighBrentwood, TN2026-10-29
FSM Wealth Advisors, LLC
6,769$368.7K0.0%ETFLowCleveland, OH2026-10-27
Crestwood Advisors Group, LLC
6,538$359.9K0.0%GrowthLowBoston, MA2026-10-27
Castle Rock Wealth Management, LLC
6,512$356.6K0.1%GrowthMediumWalnut Creek, CA2026-10-09
United Capital Management of KS, Inc.
6,199$341.3K0.0%GrowthMediumSalina, KS2026-11-04
Csenge Advisory Group
6,190$340.7K0.0%ETFMediumClearwater, FL2026-11-04
MGO One Seven LLC
6,161$339.2K0.0%GrowthLowBeachwood, OH2026-10-28
Glenview Trust Co
6,100$335.8K0.0%GrowthVery LowLouisville, KY2026-10-28
Iams Wealth Management, LLC
6,100$335.8K0.1%CoreMediumOmaha, NE2026-10-15
American National Bank & Trust
6,000$330.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
Core Wealth Partners LLC
5,949$327.5K0.1%GrowthLowSanta Rosa, CA2026-11-02
Steel Grove Capital Advisors, LLC
5,326$293.2K0.0%ETFLowMemphis, TN2026-10-13
Partners Wealth Management, LLC
5,299$291.7K0.0%CoreLowCarmel By The Sea, CA2026-10-28
United Advisor Group, LLC
5,202$286.4K0.0%ETFLowCincinnati, OH2026-11-03
Manske Wealth Management
5,200$286.3K0.1%ValueVery LowHouston, TX2026-10-26
SteelPeak Wealth, LLC
5,197$286.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
RDA Financial Network
5,158$284.0K0.1%GrowthMediumAkron, IA2026-10-15
Harbor Investment Advisory, LLC
5,065$278.8K0.0%GrowthLowLutherville, MD2026-10-13
Cordgrass Capital Advisors, LLC
5,000$275.3K0.1%CoreLowRaleigh, NC2026-10-30
Cullen T Bankers, Inc.
4,602$253.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Summit Securities Group LLC
4,515$248.6K0.0%CoreVery HighNew York, NY2026-11-05
Procyon Advisors, LLC
4,237$233.2K0.0%CoreVery LowShelton, CT2026-10-21
Colonial River Investments, LLC
4,211$231.8K0.1%GrowthMediumMidlothian, VA2026-10-19
Hilton Head Capital Partners, LLC
4,178$230.0K0.1%CoreMediumHilton Head Island, SC2026-10-23
Global Assets Advisory, LLC
4,120$227.3K0.1%GrowthHighOrlando, FL2026-10-28
Keybank National Association
4,100$225.7K0.0%CoreLowBrooklyn, OH2026-11-04
Whitener Capital Management, Inc.
4,092$225.3K0.0%CoreVery LowRocky Mount, NC2026-10-15
Avior Wealth Management, LLC
4,025$221.6K0.0%ETFMediumOmaha, NE2026-10-13
Matthew Goff Investment Advisor, LLC
4,000$220.2K0.0%CoreMediumHouston, TX2026-10-13
Turtle Creek Wealth Advisors, LLC
4,000$220.2K0.0%GrowthLowDallas, TX2026-10-15
Cornerstone Wealth Management, LLC
3,961$218.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Nisa Investment Advisors, LLC
3,900$214.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Wesbanco Bank Inc
3,791$208.7K0.0%CoreLowWheeling, WV2026-11-04
Plan Group Financial, LLC
3,765$200.9K0.0%ETFMediumOklahoma City, OK2026-10-22
Vise Technologies, Inc.
3,754$206.7K0.0%IndexLowNew York, NY2026-10-29
Old National Bancorp
3,703$203.9K0.0%CoreLowEvansville, IN2026-10-20
Prime Capital Investment Advisors, LLC
3,643$200.5K0.0%ETFLowOverland Park, KS2026-10-20
Union Bancaire Privee, UBP SA
2,942$25.5M0.2%GrowthMediumGeneva 1, Switzerland2026-11-04
Farther Finance Advisors, LLC
2,622$144.4K0.0%IndexLowSan Francisco, CA2026-10-08
Latitude Advisors, LLC
2,471$136.0K0.0%ETFLowYorkville, IL2026-10-27
Cassaday & Co Wealth Management LLC
2,225$122.5K0.0%ETFVery LowMclean, VA2026-10-27
Citigroup Inc
2,083$114.7K0.0%CoreMediumNew York, NY2026-11-04
Parallel Advisors, LLC
1,927$106.1K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
1,901$104.6K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
1,869$102.9K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
1,629$89.7K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
1,472$81.0K0.0%GrowthLowTampa, FL2026-10-16
Lynch Investment Planning, LLC
1,317$72.5K0.1%ETFLowNewtown Square, PA2026-10-27
Armstrong Advisory Group, Inc
1,203$66.2K0.0%ETFHighNeedham, MA2026-10-09
Financial Management Professionals, Inc.
1,196$65.8K0.0%ETFMediumAustin, TX2026-10-23
CX Institutional
1,186$650.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
1,163$64.0K0.0%ETFMediumEncinitas, CA2026-10-21
Washington Trust Advisors, Inc.
1,129$62.2K0.0%GrowthLowWellesley, MA2026-10-22
Sunrise Financial Services, LLC
1,125$61.9K0.0%ETFMediumBurien, WA2026-10-21
Avion Wealth
1,000$550.0%ETFLowThe Woodlands, TX2026-11-04
Wilmington Savings Fund Society, FSB
1,000$55.1K0.0%CoreLowWilmington, DE2026-10-23
EverSource Wealth Advisors, LLC
956$52.6K0.0%CoreMediumBirmingham, AL2026-11-04
CoreCap Advisors, LLC
816$44.9K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Advisors, Ltd. LLC
750$410.0%ETFLowShaker Heights, OH2026-10-27
Financial Network Wealth Advisors LLC
738$40.6K0.0%ETFLowMurray, UT2026-10-28
Lanark Financial, Inc.
713$39.3K0.0%CoreMediumBirmingham, AL2026-10-26
Hazlett, Burt & Watson, Inc.
700$390.0%CoreVery LowWheeling, WV2026-11-04
Princeton Global Asset Management LLC
600$33.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Gilpin Wealth Management, LLC
520$28.6K0.0%GrowthLowDenver, CO2026-10-09
Asset Planning,Inc
500$27.5K0.0%CoreVery LowLos Alamitos, CA2026-10-26
North Star Investment Management Corp.
500$27.5K0.0%CoreLowChicago, IL2026-10-27
John Boyer, Inc.
499$27.5K0.0%ETFMediumTampa, FL2026-10-27
Roxbury Financial LLC
402$22.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Next Level Wealth Planning, LLC
383$21.1K0.0%ETFVery LowMeridian, ID2026-10-29
Kingdom Financial Group Llc.
324$17.9K0.0%ETFMediumPeoria, AZ2026-11-04
Manchester Capital Management LLC
300$16.5K0.0%CoreLowManchester, VT2026-10-22
Mather Group, Llc.
250$13.8K0.0%ETFMediumChicago, IL2026-10-14
Meriwether Wealth & Planning, LLC
250$13.8K0.0%ETFMediumMinden, LA2026-10-13
Compass Financial Management LLC
243$13.4K0.0%CoreN/ATampa, FL2026-10-30
Strategic Advocates LLC
234$12.9K0.0%GrowthLowSacramento, CA2026-11-03
Caitong International Asset Management Co., Ltd
212$11.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Elyxium Wealth, LLC
202$11.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wolff Wiese Magana LLC
187$10.3K0.0%GrowthLowCarslbad, CA2026-10-15
Key Capital Management, Inc
187$10.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Jnba Financial Advisors
129$7.1K0.0%ETFMediumBloomington, MN2026-11-03
Murphy & Mullick Capital Management Corp
127$7.0K0.0%GrowthLowSmithtown, NY2026-11-02
West Branch Capital LLC
125$6.9K0.0%GrowthVery LowAmherst, MA2026-10-20
JFS Wealth Advisors, LLC
103$5.7K0.0%ETFVery LowHermitage, PA2026-11-03
Evolution Wealth Management Inc.
100$5.5K0.0%ETFMediumFort Myers, FL2026-10-28
Friedenthal Financial
88$4.8K0.0%ETFHighMarlton, NJ2026-10-27
United Community Bank
86$4.7K0.0%CoreLowGreenville, SC2026-10-28
Financial Consulate, Inc
86$4.7K0.0%ETFLowHunt Valley, MD2026-10-23
SJS Investment Consulting Inc.
75$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Buck Wealth Strategies, LLC
71$3.9K0.0%ValueMediumDenver, CO2026-10-28
Covestor Ltd
38$20.0%ValueHighLondon, United Kingdom2026-10-30
Davis Capital Management
33$1.8K0.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
20$1.1K0.0%ETFVery LowFranklin, TN2026-10-26
Farmers & Merchants Investments Inc
19$1.0K0.0%CoreVery LowLincoln, NE2026-10-22
Gamma Investing LLC
19$1.0K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
18$1.0K0.0%GARPLowPhoenix, AZ2026-10-02
RHL Group, LLC
9$4950.0%ETFVery HighHolly, MI2026-11-04
MassMutual Private Wealth & Trust, FSB
6$3300.0%CoreLowSpringfield, MA2026-10-05
PayPay Securities Corp
0$00.0%CoreMediumTokyo, Mexico2026-10-27