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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$896K +$40.2K +2,086 +4%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$779K
KAS
28
Kestra Advisory Services
Texas
$629K +$67.5K +3,502 +10%
RJA
29
Raymond James & Associates
Florida
$609K -$13.8K -714 -2%
AR
30
Advisory Research
Illinois
$609K +$173K +8,961 +33%
Canada Life
31
Canada Life
Manitoba, Canada
$532K +$131K +6,786 +28%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$504K +$102K +5,316 +22%
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$464K +$528K +27,389 New
RIG
34
Roosevelt Investment Group
New York
$433K -$7.24K -376 -1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$424K -$51.6K -2,678 -10%
JF
36
Jump Financial
Illinois
$413K
AllianceBernstein
37
AllianceBernstein
Tennessee
$412K +$468K +24,296 New
TI
38
Trexquant Investment
Connecticut
$403K -$93.8K -4,869 -17%
Morgan Stanley
39
Morgan Stanley
New York
$402K -$638K -33,134 -58%
CAG
40
Csenge Advisory Group
Florida
$399K +$33.5K +1,739 +8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$391K +$65.4K +3,396 +17%
UBS Group
42
UBS Group
Switzerland
$379K -$225K -11,667 -34%
MAA
43
Mraz Amerine & Associates
California
$365K +$415K +21,548 New
VEA
44
Virtus ETF Advisers
New York
$364K -$18.1K -940 -4%
JP Morgan Chase
45
JP Morgan Chase
New York
$362K +$43.5K +2,258 +12%
BPC
46
Banque Pictet & Cie
Switzerland
$339K
PNAA
47
Pictet North America Advisors
Switzerland
$339K
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$335K +$95.5K +4,959 +33%
BA
49
Bard Associates
Illinois
$320K +$29.4K +1,525 +9%
1WM
50
1900 Wealth Management
Texas
$310K