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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Muzinich & Co
New York
$4.98M +$1.82M +88,419 +64%
Goldman Sachs
27
Goldman Sachs
New York
$4.69M -$924K -44,891 -17%
LPL Financial
28
LPL Financial
California
$4.53M +$164K +7,962 +4%
WF
29
Womack Financial
Texas
$4.39M +$208K +10,110 +5%
GWI
30
Grace & White Inc
New York
$3.85M -$41.2K -2,000 -1%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$3.8M +$791K +38,419 +29%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.29M +$1.65M +79,916 +116%
Marshall Wace
33
Marshall Wace
United Kingdom
$3.24M -$2.09M -101,586 -41%
ATC
34
Argent Trust Co
Tennessee
$2.72M +$876K +42,532 +53%
FIA
35
Foundations Investment Advisors
Arizona
$2.61M +$237K +11,525 +11%
DA
36
Denali Advisors
California
$2.51M -$52.6K -2,554 -2%
AAM
37
Advisors Asset Management
Colorado
$2.48M -$742K -36,054 -24%
CSS
38
Cubist Systematic Strategies
Connecticut
$2.36M +$1.1M +53,186 +98%
HCM
39
Hodges Capital Management
Texas
$2.34M +$294K +14,285 +16%
CIM
40
Confluence Investment Management
Missouri
$2.25M +$12K +585 +0.6%
NW
41
Naviter Wealth
Arkansas
$2.21M +$378K +18,352 +22%
CW
42
CreativeOne Wealth
Kansas
$2.18M +$141K +6,855 +7%
BRWA
43
B. Riley Wealth Advisors
Florida
$2.03M +$1.9M +92,163 New
BEI
44
Benjamin Edwards Inc
Missouri
$1.93M +$61.5K +2,985 +4%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$1.78M +$307K +14,917 +23%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.76M +$46.3K +2,248 +3%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.75M -$1.02M -49,762 -38%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$1.74M +$1.62M +78,808 New
FDS
49
First Dallas Securities
Texas
$1.7M +$107K +5,177 +7%
SSCM
50
Sovereign's Capital Management
Georgia
$1.7M +$137K +6,678 +9%