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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$1.02M +$990K +38,582 +7,266%
OC
52
Oppenheimer & Co
New York
$998K -$42.1K -1,640 -4%
CWM
53
Cornerstone Wealth Management
Missouri
$985K +$29.6K +1,155 +3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$936K -$244K -9,524 -21%
Wells Fargo
55
Wells Fargo
California
$884K -$94.7K -3,689 -10%
BPA
56
Beacon Pointe Advisors
California
$810K -$10.4M -406,327 -93%
QT
57
Quantbot Technologies
New York
$806K +$354K +13,790 +81%
VEA
58
Virtus ETF Advisers
New York
$778K +$116K +4,506 +18%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$760K -$104K -4,045 -12%
Canada Life
60
Canada Life
Manitoba, Canada
$736K +$14.5K +565 +2%
SS
61
Sunbelt Securities
Texas
$637K +$308 +12 +0%
RJT
62
Raymond James Trust
Florida
$587K -$1.46K -57 -0.3%
ACM
63
Aquatic Capital Management
Illinois
$584K +$100K +3,900 +21%
Osaic Holdings
64
Osaic Holdings
Arizona
$584K -$529K -20,607 -48%
ASFA
65
All Season Financial Advisors
Colorado
$559K -$34.5K -1,346 -6%
AWM
66
Apollon Wealth Management
South Carolina
$535K +$950 +37 +0.2%
CSS
67
Cubist Systematic Strategies
Connecticut
$482K -$492K -19,186 -51%
SIC
68
Samalin Investment Counsel
New York
$477K -$3.7K -144 -0.8%
1WM
69
1900 Wealth Management
Texas
$477K
LIA
70
LBMC Investment Advisors
Tennessee
$476K +$468K +18,250 New
DP
71
Dearborn Partners
Illinois
$475K +$44.7K +1,741 +11%
BA
72
Bard Associates
Illinois
$474K
CIA
73
Concurrent Investment Advisors
Florida
$453K +$222K +8,631 +99%
GC
74
Guggenheim Capital
Illinois
$445K +$28.2K +1,098 +7%
Corient Private Wealth
75
Corient Private Wealth
Florida
$440K -$89.6K -3,491 -17%