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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Core Wealth Partners
California
$227K
CW
77
CreativeOne Wealth
Kansas
$223K +$209K +11,318 New
Geode Capital Management
78
Geode Capital Management
Massachusetts
$222K
Brown Advisory
79
Brown Advisory
Maryland
$211K
SBH
80
Segall Bryant & Hamill
Illinois
$210K
State Farm Mutual Automobile Insurance
81
State Farm Mutual Automobile Insurance
Illinois
$197K
PI
82
PEAK6 Investments
Illinois
$145K -$3.96K -215 -3%
ACM
83
Aquatic Capital Management
Illinois
$144K +$135K +7,300 New
HCM
84
Hollencrest Capital Management
California
$105K +$2.82K +153 +3%
JP Morgan Chase
85
JP Morgan Chase
New York
$95.9K
PA
86
Parallel Advisors
California
$95K +$43.9K +2,383 +98%
WTA
87
Washington Trust Advisors
Massachusetts
$72.5K
TRCT
88
Tower Research Capital (TRC)
New York
$52.8K -$31.3K -1,697 -39%
CAL
89
Capital Analysts LLC
Pennsylvania
$51K
TH
90
TCTC Holdings
Texas
$42.1K
CFGS
91
Concourse Financial Group Securities
Alabama
$25.6K
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$21.3K +$19.9K +1,081 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$20K +$18.4K +1,000 +4,545%
S
94
SignatureFD
Georgia
$18K +$5.31K +288 +46%
NA
95
NewEdge Advisors
Louisiana
$15.8K
TAM
96
Tucker Asset Management
Colorado
$13.1K +$12.3K +665 New
TFA
97
Toth Financial Advisory
Virginia
$11.8K
RI
98
Ridgewood Investments
New Jersey
$9.86K
TF
99
Tompkins Financial
New York
$7K
TWM
100
Tradition Wealth Management
Minnesota
$5K