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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.26M +$46.1K +1,727 +4%
Bank of America
27
Bank of America
North Carolina
$1.19M -$176K -6,578 -12%
LPL Financial
28
LPL Financial
California
$1.08M +$192K +7,204 +20%
UBS Group
29
UBS Group
Switzerland
$905K -$177K -6,624 -16%
RJA
30
Raymond James & Associates
Florida
$847K -$3.26K -122 -0.4%
KAS
31
Kestra Advisory Services
Texas
$821K +$21.9K +819 +3%
HF
32
HRT Financial
New York
$778K +$423K +15,831 +106%
RIG
33
Roosevelt Investment Group
New York
$662K -$3.39K -127 -0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$633K +$561 +21 +0.1%
ASFA
35
All Season Financial Advisors
Colorado
$630K -$80.8K -3,024 -11%
AR
36
Advisory Research
Illinois
$623K -$71.2K -2,666 -10%
Osaic Holdings
37
Osaic Holdings
Arizona
$620K -$325K -12,167 -33%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$599K +$222K +8,296 +54%
JF
39
Jump Financial
Illinois
$511K +$540K +20,200 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$506K
BA
41
Bard Associates
Illinois
$505K
Citadel Advisors
42
Citadel Advisors
Florida
$505K +$121K +4,545 +29%
CAG
43
Csenge Advisory Group
Florida
$462K -$38.5K -1,440 -7%
1WM
44
1900 Wealth Management
Texas
$462K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$449K -$561K -21,018 -54%
HKAM
46
Horizon Kinetics Asset Management
New York
$430K
VF
47
Virtu Financial
New York
$392K +$414K +15,505 New
VEA
48
Virtus ETF Advisers
New York
$367K -$250K -9,342 -39%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$363K +$12.3K +461 +3%
US Bancorp
50
US Bancorp
Minnesota
$346K