Filing Research | MAIN STR CAP CORP Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	Union Bancaire Privee, UBP SA	Shares	2.9KSH	$24.3M
2	Trinity Legacy Partners, LLC	Shares	217.8KSH	$12.1M
3	SANDERS MORRIS HARRIS LLC	Shares	199.6KSH	$10.4M
4	BENJAMIN EDWARDS INC	Shares	145.7KSH	$7.6M
5	TECTONIC ADVISORS LLC	Shares	145.4KSH	$7.5M
6	Segment Wealth Management, LLC	Shares	114.7KSH	$6.0M
7	J.W. COLE ADVISORS, INC.	Shares	100.6KSH	$5.2M
8	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	93.5KSH	$4.9M
9	ALBION FINANCIAL GROUP /UT	Shares	88.1KSH	$4.6M
10	Pembroke Management, LTD	Shares	66.3KSH	$3.4M
11	Sound Income Strategies, LLC	Shares	59.8KSH	$3.1M
12	Taylor Frigon Capital Management LLC	Shares	50.7KSH	$2.6M
13	Prospera Financial Services Inc	Shares	49.2KSH	$2.6M
14	Focus Financial Network, Inc.	Shares	46.8KSH	$2.4M
15	Clear Trail Advisors, LLC	Shares	38.4KSH	$2.0M
16	Clarity Financial LLC	Shares	36.6KSH	$1.9M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.7KSH	$1.5M
18	B. Riley Wealth Advisors, Inc.	Shares	26.9KSH	$1.4M
19	Castleview Partners, LLC	Shares	23.7KSH	$1.2M
20	Generali Investments CEE, investicni spolecnost, a.s.	Shares	20.8KSH	$1.1M
21	Blue Trust, Inc.	Shares	19.6KSH	$1.0M
22	Uncommon Cents Investing LLC	Shares	17.3KSH	$898.7K
23	Wedmont Private Capital	Shares	16.9KSH	$894.5K
24	Cordoba Advisory Partners LLC	Shares	17.0KSH	$883.9K
25	Venturi Wealth Management, LLC	Shares	15.3KSH	$795.5K
26	PFG Investments, LLC	Shares	13.6KSH	$705.4K
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.3KSH	$689.7K
28	Catalyst Capital Advisors LLC	Shares	12.1KSH	$629.2K
29	RMR Wealth Builders	Shares	11.9KSH	$619.9K
30	Triumph Capital Management	Shares	11.7KSH	$609.1K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	9.7KSH	$503.2K
32	Merit Financial Group, LLC	Shares	9.4KSH	$486.0K
33	BostonPremier Wealth LLC	Shares	8.3KSH	$428.0K
34	Innova Wealth Partners	Shares	8.1KSH	$419.3K
35	Capital Investment Advisory Services, LLC	Shares	7.4KSH	$384.6K
36	Castle Rock Wealth Management, LLC	Shares	6.8KSH	$356.0K
37	Sequoia Financial Advisors, LLC	Shares	6.7KSH	$347.1K
38	FSM Wealth Advisors, LLC	Shares	6.6KSH	$344.4K
39	IAMS WEALTH MANAGEMENT, LLC	Shares	6.1KSH	$316.5K
40	BWM Planning, LLC	Shares	6.1KSH	$315.3K
41	AMERICAN NATIONAL BANK & TRUST	Shares	6.0KSH	$311.3K
42	RDA Financial Network	Shares	5.8KSH	$300.6K
43	Core Wealth Partners LLC	Shares	5.4KSH	$280.6K
44	MILESTONE ASSET MANAGEMENT, LLC	Shares	5.4KSH	$279.1K
45	HARBOR INVESTMENT ADVISORY, LLC	Shares	5.2KSH	$268.0K
46	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	5.1KSH	$266.1K
47	SteelPeak Wealth, LLC	Shares	4.9KSH	$253.7K
48	Whitener Capital Management, Inc.	Shares	4.6KSH	$240.2K
49	Avior Wealth Management, LLC	Shares	4.6KSH	$236.2K
50	Procyon Advisors, LLC	Shares	4.2KSH	$219.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 106 loaded

#		Instrument
1	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$24.1M	$24.3M
2	TECTONIC ADVISORS LLC new	Shares	+145.4K	+$7.5M	$7.5M
3	Clarity Financial LLC new	Shares	+36.6K	+$1.9M	$1.9M
4	Wedmont Private Capital new	Shares	+16.9K	+$894.5K	$894.5K
5	Clear Trail Advisors, LLC added	Shares	+16.8K	+$845.9K	$2.0M
6	Trinity Legacy Partners, LLC added	Shares	+14.7K	+$643.1K	$12.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.9K	+$475.4K	$1.5M
8	Cordoba Advisory Partners LLC added	Shares	+4.5K	+$218.2K	$883.9K
9	Cornerstone Wealth Management, LLC new	Shares	+4.1K	+$214.4K	$214.4K
10	Bay Rivers Group new	Shares	+3.9K	+$202.9K	$202.9K
11	Focus Financial Network, Inc. added	Shares	+3.9K	+$157.8K	$2.4M
12	Triumph Capital Management added	Shares	+3.0K	+$145.3K	$609.1K
13	Merit Financial Group, LLC added	Shares	+2.5K	+$122.1K	$486.0K
14	Blue Trust, Inc. added	Shares	+2.4K	+$108.4K	$1.0M
15	LifeSteps Financial, Inc. new	Shares	+1.3K	+$67.6K	$67.6K
16	SteelPeak Wealth, LLC added	Shares	+774	+$35.7K	$253.7K
17	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+2.5K	+$32.9K	$4.9M
18	MassMutual Private Wealth & Trust, FSB new	Shares	+547	+$28.4K	$28.4K
19	PFG Investments, LLC added	Shares	+778	+$26.5K	$705.4K
20	Sequoia Financial Advisors, LLC added	Shares	+549	+$21.9K	$347.1K
21	B. Riley Wealth Advisors, Inc. added	Shares	+157	+$5.7K	$1.4M
22	JFS WEALTH ADVISORS, LLC new	Shares	+103	+$5.3K	$5.3K
23	Founders Capital Management added	Shares	+50	+$2.5K	$7.8K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$12	$6.0K
25	Mountain Hill Investment Partners Corp. unchanged	Shares	0	$0	$279
26	PayPay Securities Corp unchanged	Shares	0	$0	$0
27	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$39
28	State of Alaska, Department of Revenue unchanged	Shares	0	-$4	$214
29	FSM Wealth Advisors, LLC added	Shares	+136	-$13	$344.4K
30	ST GERMAIN D J CO INC unchanged	Shares	0	-$18	$3.1K
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$20	$986
32	GAMMA Investing LLC unchanged	Shares	0	-$20	$986
33	Abound Wealth Management unchanged	Shares	0	-$21	$1.0K
34	Davis Capital Management unchanged	Shares	0	-$36	$1.7K
35	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$93	$4.5K
36	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$108	$5.2K
37	Portus Wealth Advisors, LLC exited	Shares	-2	-$109	$0
38	West Branch Capital LLC unchanged	Shares	0	-$135	$6.5K
39	JNBA Financial Advisors unchanged	Shares	0	-$139	$6.7K
40	Bogart Wealth, LLC added	Shares	+2	-$145	$11.5K
41	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$202	$9.7K
42	Crewe Advisors LLC unchanged	Shares	0	-$237	$11.4K
43	WEBSTER BANK, N. A. unchanged	Shares	0	-$324	$15.6K
44	SJS Investment Consulting Inc. trimmed	Shares	-5	-$334	$3.1K
45	Pembroke Management, LTD added	Shares	+1.3K	-$509	$3.4M
46	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$562	$27.0K
47	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$648	$31.1K
48	SOA Wealth Advisors, LLC. added	Shares	+42	-$916	$151.6K
49	Financial Management Professionals, Inc. added	Shares	+5	-$986	$61.8K
50	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$1.3K	$62.4K

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