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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
76
Simplex Trading
Illinois
$89K +$93.4K +5,222 New
HCM
77
Hollencrest Capital Management
California
$86.1K +$90K +5,032 New
Wells Fargo
78
Wells Fargo
California
$84.4K -$12.2K -684 -12%
WTA
79
Washington Trust Advisors
Massachusetts
$71.4K
CAL
80
Capital Analysts LLC
Pennsylvania
$46K +$1.36K +76 +3%
TH
81
TCTC Holdings
Texas
$36.5K
PA
82
Parallel Advisors
California
$35.7K +$37.3K +2,086 New
USCWA
83
U.S. Capital Wealth Advisors
Texas
$34.2K +$35.8K +2,000 New
BAM
84
Belpointe Asset Management
Nevada
$33.8K +$35.3K +1,977 New
QL
85
Quarry LP
New York
$32.3K +$33.8K +1,891 New
MPCL
86
My Personal CFO LLC
Washington
$13.7K +$14.3K +800 New
MS
87
Madden Securities
Texas
$11.1K +$11.6K +650 New
TFA
88
Toth Financial Advisory
Virginia
$10.3K
TF
89
Tompkins Financial
New York
$6K
S
90
SignatureFD
Georgia
$5.64K -$4.61K -258 -44%
Group One Trading
91
Group One Trading
Illinois
$5.13K -$1.79K -100 -25%
FWM
92
Focused Wealth Management
New York
$4.28K +$4.47K +250 New
TWM
93
Tradition Wealth Management
Minnesota
$4K -$1.29K -72 -23%
QCG
94
Quadrant Capital Group
Ohio
$2.39K +$2.5K +140 New
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83K
DAM
96
Delta Asset Management
Tennessee
$1.2K +$1.25K +70 New
FFA
97
Farther Finance Advisors
California
$428 +$447 +25 New
FSWA
98
Financial Synergies Wealth Advisors
Texas
$342
PAG
99
Private Advisor Group
New Jersey
$199 +$8.97K +502 +5%
HNB
100
Huntington National Bank
Ohio
$34