Estamos no ar no ! Saiba mais
ícone de CSWC

Capital Southwest
CSWC

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
HWP
151
Highline Wealth Partners
California
US$ 49,8 mil +US$ 49 mil +2.094 Nova
Steward Partners Investment Advisory
152
Steward Partners Investment Advisory
New York
US$ 43 mil +US$ 42,3 mil +1.810 Nova
TCM
153
Triumph Capital Management
Colorado
US$ 41,6 mil +US$ 8,19 mil +350 +25%
Geneos Wealth Management
154
Geneos Wealth Management
Colorado
US$ 38,7 mil -US$ 7,02 mil -300 -16%
Elequin Capital
155
Elequin Capital
New York
US$ 38,2 mil +US$ 10 mil +429 +36%
APW
156
Allied Private Wealth
Florida
US$ 37 mil +US$ 36,8 mil +1.575 Nova
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
US$ 29,1 mil +US$ 23,4 mil +1.000 +444%
Jones Financial Companies
158
Jones Financial Companies
Missouri
US$ 27,9 mil +US$ 1,17 mil +50 +4%
North Star Investment Management
159
North Star Investment Management
Illinois
US$ 24,4 mil – – –
Larson Financial Group
160
Larson Financial Group
Missouri
US$ 23,8 mil – – –
Newbridge Financial Services Group
161
Newbridge Financial Services Group
Florida
US$ 23,8 mil – – –
Blue Trust Inc
162
Blue Trust Inc
Georgia
US$ 23,4 mil -US$ 1,59 mil -68 -6%
Heritage Wealth Advisors
163
Heritage Wealth Advisors
Virginia
US$ 23,3 mil +US$ 22,9 mil +980 Nova
Simplex Trading
164
Simplex Trading
Illinois
US$ 23,1 mil -US$ 147 mil -6.263 -87%
NewEdge Advisors
165
NewEdge Advisors
Louisiana
US$ 22,7 mil +US$ 22,3 mil +955 Nova
AW
166
Avion Wealth
Texas
US$ 21 mil +US$ 9,36 mil +400 +80%
KCM
167
Key Capital Management
Tennessee
US$ 17,3 mil -US$ 1,31 mil -56 -7%
HHM Wealth Advisors
168
HHM Wealth Advisors
Tennessee
US$ 16,6 mil – – –
Russell Investments Group
169
Russell Investments Group
United Kingdom
US$ 15,7 mil +US$ 7,35 mil +314 +90%
Central Trust Company
170
Central Trust Company
Missouri
US$ 14,3 mil -US$ 49,1 mil -2.100 -78%
Toth Financial Advisory
171
Toth Financial Advisory
Virginia
US$ 14,3 mil – – –
Group One Trading
172
Group One Trading
Illinois
US$ 12,2 mil -US$ 48,9 mil -2.092 -80%
HIMS
173
Hager Investment Management Services
New Hampshire
US$ 11,9 mil – – –
DF
174
Dunhill Financial
United Kingdom
US$ 9,5 mil – – –
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
US$ 6,92 mil – – –
4 5 6
7
8