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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
26
Legacy Capital Wealth Partners
Arkansas
$1.19M +$87.7K +4,764 +8%
BRWA
27
B. Riley Wealth Advisors
Florida
$1.14M +$43K +2,336 +4%
MAA
28
Mraz Amerine & Associates
California
$908K +$132K +7,169 +16%
PI
29
Putnam Investments
Massachusetts
$900K +$931K +50,599 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$818K
CSC
31
Caldwell Sutter Capital
California
$769K +$12.9K +700 +2%
AR
32
Advisory Research
Illinois
$755K +$110K +5,973 +16%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$720K +$745K +40,470 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$692K +$148K +8,016 +26%
KAS
35
Kestra Advisory Services
Texas
$664K +$46.6K +2,532 +7%
UBS Group
36
UBS Group
Switzerland
$643K +$126K +6,860 +23%
Morgan Stanley
37
Morgan Stanley
New York
$632K -$245K -13,285 -27%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$627K +$255K +13,836 +65%
Wells Fargo
39
Wells Fargo
California
$519K +$446K +24,245 +491%
Canada Life
40
Canada Life
Manitoba, Canada
$516K -$59.1K -3,210 -10%
ASFA
41
All Season Financial Advisors
Colorado
$496K +$195K +10,580 +61%
CWM
42
Cornerstone Wealth Management
Missouri
$477K +$494K +26,840 New
QC
43
Quadrature Capital
United Kingdom
$473K -$254K -13,785 -34%
Corient Private Wealth
44
Corient Private Wealth
Florida
$456K +$1.68K +91 +0.4%
VEA
45
Virtus ETF Advisers
New York
$452K +$66.3K +3,602 +17%
Osaic Holdings
46
Osaic Holdings
Arizona
$420K +$134K +7,298 +45%
FDS
47
First Dallas Securities
Texas
$400K +$110K +6,000 +36%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$393K -$15.5K -842 -4%
HCM
49
Hodges Capital Management
Texas
$356K +$87.4K +4,751 +30%
Bank of America
50
Bank of America
North Carolina
$344K +$243K +13,209 +215%