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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Bard Associates
Illinois
$336K
1WM
52
1900 Wealth Management
Texas
$312K
SCA
53
SMH Capital Advisors
Texas
$312K -$13.2K -718 -4%
SS
54
Sunbelt Securities
Texas
$308K -$17.3K -939 -5%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$302K
HKAM
56
Horizon Kinetics Asset Management
New York
$295K -$7.36K -400 -2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$284K
AWS
58
Atria Wealth Solutions
New York
$272K +$282K +15,324 New
US Bancorp
59
US Bancorp
Minnesota
$244K
GLA
60
Good Life Advisors
Pennsylvania
$234K +$5.04K +274 +2%
Mariner
61
Mariner
Kansas
$227K +$17.3K +940 +8%
RJT
62
Raymond James Trust
Florida
$213K +$221K +12,007 New
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$209K
CWP
64
Core Wealth Partners
California
$205K
Geode Capital Management
65
Geode Capital Management
Massachusetts
$200K
Brown Advisory
66
Brown Advisory
Maryland
$190K
SBH
67
Segall Bryant & Hamill
Illinois
$189K
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$188K -$531K -28,863 -73%
Stifel Financial
69
Stifel Financial
Missouri
$183K +$190K +10,316 New
GCP
70
GSA Capital Partners
United Kingdom
$181K -$416K -22,576 -69%
State Farm Mutual Automobile Insurance
71
State Farm Mutual Automobile Insurance
Illinois
$178K
PI
72
PEAK6 Investments
Illinois
$134K +$139K +7,564 New
Simplex Trading
73
Simplex Trading
Illinois
$99K +$7.25K +394 +8%
HCM
74
Hollencrest Capital Management
California
$92.2K +$2.78K +151 +3%
JP Morgan Chase
75
JP Morgan Chase
New York
$86K -$106K -5,762 -54%