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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
26
Sumitomo Mitsui DS Asset Management
Japan
$895K -$55K -2,581 -6%
Wells Fargo
27
Wells Fargo
California
$836K -$238K -11,154 -22%
Morgan Stanley
28
Morgan Stanley
New York
$741K -$895K -42,018 -54%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$737K +$707K +33,184 +1,805%
JP Morgan Chase
30
JP Morgan Chase
New York
$648K +$225K +10,540 +52%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$606K +$64 +3 +0%
Creative Planning
32
Creative Planning
Kansas
$432K
BA
33
Bard Associates
Illinois
$408K
WS
34
Wedbush Securities
California
$395K +$32K +1,500 +9%
HKAM
35
Horizon Kinetics Asset Management
New York
$393K +$398K +18,700 New
OAM
36
Oxford Asset Management
United Kingdom
$382K +$123K +5,751 +46%
WGA
37
Weather Gauge Advisory
Virginia
$358K +$4.11K +193 +1%
GIM
38
Greenwich Investment Management
Connecticut
$331K -$13.8K -650 -4%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$323K +$89K +4,178 +37%
Two Sigma Investments
40
Two Sigma Investments
New York
$313K -$157K -7,372 -33%
Citadel Advisors
41
Citadel Advisors
Florida
$296K +$299K +14,059 New
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$264K +$267K +12,525 New
EGA
43
Eagle Global Advisors
Texas
$255K -$21.9K -1,030 -8%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$253K +$17.1K +805 +7%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$243K
SGAM
46
Steinberg Global Asset Management
Florida
$239K +$242K +11,370 New
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$231K
SBH
48
Segall Bryant & Hamill
Illinois
$226K
Brown Advisory
49
Brown Advisory
Maryland
$225K
FNC
50
First National Corp
Massachusetts
$112K +$980 +46 +0.9%