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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$78K +$80.5K +4,372 New
Group One Trading
77
Group One Trading
Illinois
$69.4K +$66.3K +3,603 +1,201%
WTA
78
Washington Trust Advisors
Massachusetts
$65.3K -$9.2K -500 -12%
CAL
79
Capital Analysts LLC
Pennsylvania
$48K
PA
80
Parallel Advisors
California
$43.2K +$6.37K +346 +17%
TH
81
TCTC Holdings
Texas
$38K
BAM
82
Belpointe Asset Management
Nevada
$27.3K -$8.15K -443 -22%
CFGS
83
Concourse Financial Group Securities
Alabama
$23.1K +$23.9K +1,300 New
NA
84
NewEdge Advisors
Louisiana
$14.2K
AIP
85
Ahrens Investment Partners
Louisiana
$14.2K +$14.7K +800 New
S
86
SignatureFD
Georgia
$11.1K +$5.45K +296 +90%
TFA
87
Toth Financial Advisory
Virginia
$10.7K
RI
88
Ridgewood Investments
New Jersey
$8.89K +$9.2K +500 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$8.15K +$8.43K +458 New
CIA
90
Cape Investment Advisory
Georgia
$7.11K +$7.36K +400 New
TF
91
Tompkins Financial
New York
$6.31K
FWM
92
Focused Wealth Management
New York
$4.45K
TWM
93
Tradition Wealth Management
Minnesota
$4K
Citadel Advisors
94
Citadel Advisors
Florida
$2.7K -$4.18M -227,166 -100%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9K
DAM
96
Delta Asset Management
Tennessee
$1.25K
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$588 +$45.9K +2,496 +8%
FSWA
98
Financial Synergies Wealth Advisors
Texas
$356
HNB
99
Huntington National Bank
Ohio
$36
Marshall Wace
100
Marshall Wace
United Kingdom
-$3.28M -191,577 Closed