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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$1.36M -$67.4K -2,862 -4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.33M -$33K -1,400 -2%
ACM
53
Aquatic Capital Management
Illinois
$1.28M +$1.15M +48,864 +489%
TCWM
54
Total Clarity Wealth Management
Illinois
$1.23M -$604K -25,650 -31%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.17M +$455K +19,323 +56%
BRWA
56
B. Riley Wealth Advisors
Florida
$1.1M +$92.8K +3,941 +8%
SCA
57
SMH Capital Advisors
Texas
$1.03M +$732K +31,097 +195%
KAS
58
Kestra Advisory Services
Texas
$975K +$54.3K +2,306 +5%
MAA
59
Mraz Amerine & Associates
California
$950K -$40.6K -1,723 -4%
CSC
60
Caldwell Sutter Capital
California
$926K -$18.8K -800 -2%
CAM
61
Cozad Asset Management
Illinois
$913K -$448K -19,038 -31%
JP Morgan Chase
62
JP Morgan Chase
New York
$857K +$835K +35,465 +935%
CWM
63
Cornerstone Wealth Management
Missouri
$855K +$36.6K +1,557 +4%
SS
64
Sunbelt Securities
Texas
$811K +$301K +12,802 +52%
QT
65
Quantbot Technologies
New York
$799K +$565K +24,006 +190%
VEA
66
Virtus ETF Advisers
New York
$784K +$225K +9,578 +36%
CCIA
67
Campbell & Co Investment Adviser
Maryland
$766K +$826K +35,100 New
Canada Life
68
Canada Life
Manitoba, Canada
$763K -$61.6K -2,618 -7%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$727K +$47.2K +2,007 +6%
Invesco
70
Invesco
Georgia
$687K -$8.66M -367,856 -92%
Northern Trust
71
Northern Trust
Illinois
$641K +$119K +5,055 +21%
Wells Fargo
72
Wells Fargo
California
$611K +$1.13K +48 +0.2%
Osaic Holdings
73
Osaic Holdings
Arizona
$576K +$78.8K +3,349 +15%
GRP
74
Global Retirement Partners
California
$558K -$258K -10,948 -30%
GC
75
Guggenheim Capital
Illinois
$515K +$29.3K +1,246 +6%