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ícone de CSWC

Capital Southwest
CSWC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
US$ 250 mil +US$ 246 mil +10.520 Nova
Permanent Capital Management
127
Permanent Capital Management
Illinois
US$ 233 mil +US$ 230 mil +9.820 Nova
HighTower Advisors
128
HighTower Advisors
Illinois
US$ 232 mil -US$ 23 -1 -0%
SFG
129
SageGuard Financial Group
Tennessee
US$ 217 mil -US$ 13,3 mil -568 -6%
Sequoia Financial Advisors
130
Sequoia Financial Advisors
Ohio
US$ 210 mil +US$ 206 mil +8.825 Nova
E3F
131
Eight 31 Financial
Texas
US$ 208 mil +US$ 205 mil +8.750 Nova
VM
132
VPR Management
Texas
US$ 202 mil – – –
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
US$ 201 mil +US$ 198 mil +8.477 Nova
Leonteq Securities AG
134
Leonteq Securities AG
Switzerland
US$ 166 mil – – –
Allworth Financial
135
Allworth Financial
California
US$ 155 mil +US$ 22,2 mil +947 +17%
RWM
136
Rialto Wealth Management
New York
US$ 114 mil – – –
Parallel Advisors
137
Parallel Advisors
California
US$ 99,5 mil – – –
Hollencrest Capital Management
138
Hollencrest Capital Management
California
US$ 97,4 mil +US$ 2,29 mil +98 +2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
US$ 95,1 mil -US$ 9,6 mil -409 -9%
IFG Advisory
140
IFG Advisory
Georgia
US$ 83,2 mil +US$ 81,9 mil +3.500 Nova
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
US$ 73,4 mil -US$ 36,6 mil -1.566 -34%
BH
142
Burk Holdings
Oklahoma
US$ 72,9 mil – – –
Capital Analysts LLC
143
Capital Analysts LLC
Pennsylvania
US$ 71 mil +US$ 1,68 mil +72 +2%
Spire Wealth Management
144
Spire Wealth Management
Virginia
US$ 66,6 mil +US$ 51,5 mil +2.200 +367%
SignatureFD
145
SignatureFD
Georgia
US$ 65,1 mil -US$ 15,7 mil -671 -20%
OCM
146
Osbon Capital Management
Massachusetts
US$ 59,4 mil -US$ 3,51 mil -150 -6%
Washington Trust Advisors
147
Washington Trust Advisors
Massachusetts
US$ 59,4 mil – – –
Farther Finance Advisors
148
Farther Finance Advisors
California
US$ 57,9 mil -US$ 6,18 mil -264 -10%
EverSource Wealth Advisors
149
EverSource Wealth Advisors
Alabama
US$ 55,1 mil -US$ 234 -10 -0,4%
State of Alaska Department of Revenue
150
State of Alaska Department of Revenue
Alaska
US$ 53 mil – – –
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