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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.07M +$169K +9,469 +18%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.05M +$51.3K +2,869 +5%
Morgan Stanley
28
Morgan Stanley
New York
$835K +$448K +25,068 +106%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$786K
MAA
30
Mraz Amerine & Associates
California
$751K +$400K +22,352 +104%
CSC
31
Caldwell Sutter Capital
California
$727K +$760K +42,528 New
QC
32
Quadrature Capital
United Kingdom
$691K +$722K +40,393 New
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$674K +$705K +39,440 New
AR
34
Advisory Research
Illinois
$624K +$9.3K +520 +1%
GA
35
GraniteShares Advisors
New York
$610K +$638K +35,682 New
KAS
36
Kestra Advisory Services
Texas
$595K -$41.8K -2,339 -6%
GCP
37
GSA Capital Partners
United Kingdom
$560K +$586K +32,777 New
Canada Life
38
Canada Life
Manitoba, Canada
$553K +$12.5K +701 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$529K +$20.4K +1,141 +4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$522K +$133K +7,449 +32%
UBS Group
41
UBS Group
Switzerland
$501K +$124K +6,957 +31%
SSA
42
Schonfeld Strategic Advisors
New York
$469K +$275K +15,400 +128%
Corient Private Wealth
43
Corient Private Wealth
Florida
$437K +$457K +25,580 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$417K +$245K +13,715 +129%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$393K -$37.2K -2,082 -8%
VEA
46
Virtus ETF Advisers
New York
$373K +$6.53K +365 +2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$366K +$29.2K +1,632 +8%
BPC
48
Banque Pictet & Cie
Switzerland
$342K
PNAA
49
Pictet North America Advisors
Switzerland
$342K
BA
50
Bard Associates
Illinois
$323K