We are live on ! Find out more
CSWC icon

Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$344K +$243K +13,209 +215%
BA
52
Bard Associates
Illinois
$336K – – –
1WM
53
1900 Wealth Management
Texas
$312K – – –
SCA
54
SMH Capital Advisors
Texas
$312K -$13.2K -718 -4%
SS
55
Sunbelt Securities
Texas
$308K -$17.3K -939 -5%
SFI
56
Susquehanna Fundamental Investments
Pennsylvania
$302K – – –
HKAM
57
Horizon Kinetics Asset Management
New York
$295K -$7.36K -400 -2%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$284K – – –
AWS
59
Atria Wealth Solutions
New York
$272K +$282K +15,324 New
US Bancorp
60
US Bancorp
Minnesota
$244K – – –
GLA
61
Good Life Advisors
Pennsylvania
$234K +$5.04K +274 +2%
Mariner
62
Mariner
Kansas
$227K +$17.3K +940 +8%
RJT
63
Raymond James Trust
Florida
$213K +$221K +12,007 New
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$209K – – –
CWP
65
Core Wealth Partners
California
$205K – – –
Geode Capital Management
66
Geode Capital Management
Massachusetts
$200K – – –
Brown Advisory
67
Brown Advisory
Maryland
$190K – – –
SBH
68
Segall Bryant & Hamill
Illinois
$189K – – –
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$188K -$531K -28,863 -73%
Stifel Financial
70
Stifel Financial
Missouri
$183K +$190K +10,316 New
GCP
71
GSA Capital Partners
United Kingdom
$181K -$416K -22,576 -69%
State Farm Mutual Automobile Insurance
72
State Farm Mutual Automobile Insurance
Illinois
$178K – – –
PI
73
PEAK6 Investments
Illinois
$134K +$139K +7,564 New
Simplex Trading
74
Simplex Trading
Illinois
$99K +$7.25K +394 +8%
HCM
75
Hollencrest Capital Management
California
$92.2K +$2.78K +151 +3%