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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
GraniteShares Advisors
New York
$1.95M +$70.7K +3,266 +4%
RWA
27
Redmont Wealth Advisors
Illinois
$1.73M +$651K +30,039 +66%
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$1.69M +$1.6M +73,977 New
HCM
29
Hodges Capital Management
Texas
$1.45M +$1.37M +63,404 New
Citadel Advisors
30
Citadel Advisors
Florida
$1.43M +$1.36M +62,612 +169,222%
PI
31
Putnam Investments
Massachusetts
$1.37M +$165K +7,624 +15%
BRWA
32
B. Riley Wealth Advisors
Florida
$1.27M -$338K -15,589 -22%
Wells Fargo
33
Wells Fargo
California
$1.22M +$193K +8,892 +20%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.2M +$163K +7,519 +17%
MAA
35
Mraz Amerine & Associates
California
$1.16M -$5.61K -259 -0.5%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.05M
UBS Group
37
UBS Group
Switzerland
$1.04M +$123K +5,686 +14%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.01M +$689K +31,796 +257%
CSC
39
Caldwell Sutter Capital
California
$990K
BPA
40
Beacon Pointe Advisors
California
$972K +$919K +42,430 New
Canada Life
41
Canada Life
Manitoba, Canada
$916K +$209K +9,671 +32%
KAS
42
Kestra Advisory Services
Texas
$908K +$94.2K +4,349 +12%
Osaic Holdings
43
Osaic Holdings
Arizona
$898K +$24.3K +1,123 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$896K +$30.7K +1,417 +4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$877K +$29.7K +1,372 +4%
QC
46
Quadrature Capital
United Kingdom
$769K -$1.01M -46,787 -58%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$766K +$138K +6,368 +24%
AR
48
Advisory Research
Illinois
$749K -$88.7K -4,097 -11%
MC
49
Muzinich & Co
New York
$746K +$242K +11,181 +52%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$746K +$242K +11,181 +52%