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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$317K +$41.6K +2,325 +14%
1WM
52
1900 Wealth Management
Texas
$312K
SCA
53
SMH Capital Advisors
Texas
$307K +$321K +17,935 New
ASFA
54
All Season Financial Advisors
Colorado
$296K +$8.72K +488 +3%
QT
55
Quantbot Technologies
New York
$293K +$305K +17,035 +17,035%
HKAM
56
Horizon Kinetics Asset Management
New York
$291K
SFI
57
Susquehanna Fundamental Investments
Pennsylvania
$290K -$186K -10,412 -38%
FDS
58
First Dallas Securities
Texas
$282K +$295K +16,500 New
Osaic Holdings
59
Osaic Holdings
Arizona
$280K -$3.18K -178 -1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$273K -$11.5K -642 -4%
HCM
61
Hodges Capital Management
Texas
$267K +$279K +15,620 New
US Bancorp
62
US Bancorp
Minnesota
$234K -$21.9K -1,226 -8%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$231K +$33.7K +1,886 +16%
GLA
64
Good Life Advisors
Pennsylvania
$221K +$9.74K +545 +4%
Mariner
65
Mariner
Kansas
$202K -$733 -41 -0.3%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$201K
CWP
67
Core Wealth Partners
California
$197K +$206K +11,520 New
Geode Capital Management
68
Geode Capital Management
Massachusetts
$192K
RJFSA
69
Raymond James Financial Services Advisors
Florida
$191K +$4.61K +258 +2%
Brown Advisory
70
Brown Advisory
Maryland
$183K
JP Morgan Chase
71
JP Morgan Chase
New York
$182K -$192K -10,734 -50%
SBH
72
Segall Bryant & Hamill
Illinois
$182K
DTL
73
Dynamic Technology Lab
Singapore
$179K +$187K +10,451 New
State Farm Mutual Automobile Insurance
74
State Farm Mutual Automobile Insurance
Illinois
$171K
Bank of America
75
Bank of America
North Carolina
$105K +$23.2K +1,298 +27%