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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Moerus Capital Management
New York
$2.27M -$235K -10,540 -10%
TCWM
27
Total Clarity Wealth Management
Illinois
$2.23M +$2.1M +94,060 New
Marshall Wace
28
Marshall Wace
United Kingdom
$2.22M +$2.09M +93,744 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.94M +$429K +19,217 +31%
PI
30
Putnam Investments
Massachusetts
$1.93M +$483K +21,648 +36%
RWA
31
Redmont Wealth Advisors
Illinois
$1.89M +$98.4K +4,413 +6%
MC
32
Muzinich & Co
New York
$1.78M +$946K +42,412 +130%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.7M +$875K +39,219 +120%
Goldman Sachs
34
Goldman Sachs
New York
$1.63M +$1.53M +68,682 New
ATC
35
Argent Trust Co
Tennessee
$1.62M +$1.53M +68,555 New
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$1.62M -$127K -5,693 -8%
HCM
37
Hodges Capital Management
Texas
$1.6M +$92.8K +4,159 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.58M -$452K -20,263 -23%
QC
39
Quadrature Capital
United Kingdom
$1.37M +$537K +24,075 +72%
FIA
40
Foundations Investment Advisors
Arizona
$1.33M +$1.22M +54,558 New
BRWA
41
B. Riley Wealth Advisors
Florida
$1.29M -$20.6K -923 -2%
MAA
42
Mraz Amerine & Associates
California
$1.18M -$18.2K -814 -2%
FDS
43
First Dallas Securities
Texas
$1.18M +$1.11M +49,827 New
JF
44
Jump Financial
Illinois
$1.18M +$1.11M +49,700 New
Wells Fargo
45
Wells Fargo
California
$1.12M -$133K -5,977 -11%
UBS Group
46
UBS Group
Switzerland
$1.12M +$42K +1,884 +4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.07M -$158K -7,074 -14%
KAS
48
Kestra Advisory Services
Texas
$1.03M +$87.5K +3,924 +10%
CSC
49
Caldwell Sutter Capital
California
$1.02M
OC
50
Oppenheimer & Co
New York
$964K +$202K +9,066 +29%