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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.05M -$189K -8,577 -13%
BRWA
27
B. Riley Wealth Advisors
Florida
$953K -$15.1K -686 -1%
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$936K +$20.1K +912 +2%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$847K – – –
RJA
30
Raymond James & Associates
Florida
$675K +$31.1K +1,412 +4%
UBS Group
31
UBS Group
Switzerland
$626K -$120K -5,459 -14%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$622K +$299K +13,565 +73%
KAS
33
Kestra Advisory Services
Texas
$620K +$41.9K +1,904 +6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$603K +$486K +22,070 +207%
TI
35
Trexquant Investment
Connecticut
$527K +$400K +18,180 +174%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$511K +$41.9K +1,903 +7%
AR
37
Advisory Research
Illinois
$497K +$51.3K +2,331 +9%
RIG
38
Roosevelt Investment Group
New York
$478K -$5.08K -231 -0.9%
Canada Life
39
Canada Life
Manitoba, Canada
$455K +$372K +16,899 +218%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$451K +$122K +5,559 +29%
JF
41
Jump Financial
Illinois
$449K +$178K +8,100 +50%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$437K – – –
Jane Street
43
Jane Street
New York
$418K +$500K +22,716 New
VEA
44
Virtus ETF Advisers
New York
$413K +$50.2K +2,281 +11%
CAG
45
Csenge Advisory Group
Florida
$402K -$58.7K -2,665 -11%
Osaic Holdings
46
Osaic Holdings
Arizona
$399K -$20.7K -941 -4%
BPC
47
Banque Pictet & Cie
Switzerland
$368K +$440K +20,000 New
PNAA
48
Pictet North America Advisors
Switzerland
$368K +$440K +20,000 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$363K +$70.3K +3,195 +19%
JP Morgan Chase
50
JP Morgan Chase
New York
$352K +$420K +19,100 New