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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$726K +$57.1K +2,634 +9%
OC
52
Oppenheimer & Co
New York
$723K +$314K +14,483 +85%
ASFA
53
All Season Financial Advisors
Colorado
$673K +$31.8K +1,470 +5%
VEA
54
Virtus ETF Advisers
New York
$636K +$205K +9,461 +52%
Corient Private Wealth
55
Corient Private Wealth
Florida
$534K -$29.8K -1,375 -6%
QT
56
Quantbot Technologies
New York
$519K +$136K +6,296 +38%
SS
57
Sunbelt Securities
Texas
$445K +$238 +11 +0.1%
AWM
58
Apollon Wealth Management
South Carolina
$442K +$6.74K +311 +2%
BA
59
Bard Associates
Illinois
$431K -$2.17K -100 -0.5%
1WM
60
1900 Wealth Management
Texas
$418K
SCA
61
SMH Capital Advisors
Texas
$390K +$12.8K +592 +4%
WG
62
Winton Group
United Kingdom
$389K +$368K +16,990 New
HKAM
63
Horizon Kinetics Asset Management
New York
$376K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$366K
RJT
65
Raymond James Trust
Florida
$361K +$49.3K +2,275 +17%
AWS
66
Atria Wealth Solutions
New York
$346K -$43.4K -2,004 -12%
Northern Trust
67
Northern Trust
Illinois
$320K +$303K +13,975 New
US Bancorp
68
US Bancorp
Minnesota
$318K +$866 +40 +0.3%
HighTower Advisors
69
HighTower Advisors
Illinois
$298K +$282K +13,023 New
GLA
70
Good Life Advisors
Pennsylvania
$284K +$2.99K +138 +1%
Mariner
71
Mariner
Kansas
$283K -$6.87K -317 -3%
Bank of America
72
Bank of America
North Carolina
$276K -$108K -4,990 -29%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$269K
CWP
74
Core Wealth Partners
California
$264K
CW
75
CreativeOne Wealth
Kansas
$260K +$628 +29 +0.3%