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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
TH
76
TCTC Holdings
Texas
$50K – – –
RIM
77
Rockbridge Investment Management
New York
$24K +$10.9K +438 +72%
Deutsche Bank
78
Deutsche Bank
Germany
$23K +$22.1K +889 +766%
DOA
79
D'Orazio & Associates
Virginia
$23K +$24.8K +1,000 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$21K +$20.3K +819 +920%
Group One Trading
82
Group One Trading
Illinois
$19K +$19.8K +800 New
TWM
83
Tradition Wealth Management
Minnesota
$7K +$7.64K +308 New
RDWM
84
Red Door Wealth Management
Tennessee
$4K +$4.51K +182 New
S
85
SignatureFD
Georgia
$3K +$1.02K +41 +45%
LPWM
86
Lake Point Wealth Management
Texas
$2K +$2.48K +100 New
BFEC
87
Benjamin F. Edwards & Company
Missouri
$1K – – –
EFSCE
88
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Creative Planning
89
Creative Planning
Kansas
– -$1.85M -83,350 Closed
LCWP
90
Legacy Capital Wealth Partners
Arkansas
– -$1.2M -54,138 Closed
California Public Employees Retirement System
91
California Public Employees Retirement System
California
– -$802K -36,200 Closed
CWM
92
Centric Wealth Management
Illinois
– -$798K -36,000 Closed
AI
93
Ariel Investments
Illinois
– -$685K -30,928 Closed
DM
94
Delphi Management
Massachusetts
– -$641K -28,921 Closed
Geode Capital Management
95
Geode Capital Management
Massachusetts
– -$271K -12,254 Closed
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
– -$270K -12,200 Closed
SSA
97
Schonfeld Strategic Advisors
New York
– -$235K -10,600 Closed
CF
98
Centaurus Financial
California
– -$163K -7,374 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$5K -218 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– +$25 +1 New