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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
TI
76
Trexquant Investment
Connecticut
$401K +$402K +15,857 New
CIA
77
Concurrent Investment Advisors
Florida
$400K -$39.1K -1,545 -9%
Mariner
78
Mariner
Kansas
$392K -$28.2K -1,115 -7%
VA
79
Vident Advisory
Georgia
$368K +$106K +4,178 +40%
Lido Advisors
80
Lido Advisors
California
$366K +$366K +14,452 New
GLA
81
Good Life Advisors
Pennsylvania
$364K +$365K +14,400 New
US Bancorp
82
US Bancorp
Minnesota
$348K -$19.2K -757 -5%
IFG
83
Independent Financial Group
California
$332K +$38K +1,500 +13%
AGP
84
Autumn Glory Partners
Texas
$329K +$127K +5,000 +63%
Goldman Sachs
85
Goldman Sachs
New York
$324K +$61.4K +2,425 +23%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$323K
QT
87
Quantbot Technologies
New York
$319K -$462K -18,255 -59%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$319K -$50.5K -1,993 -14%
PAG
89
Private Advisor Group
New Jersey
$310K -$61.5K -2,427 -17%
HighTower Advisors
90
HighTower Advisors
Illinois
$297K -$11.4K -449 -4%
CWP
91
Core Wealth Partners
California
$291K
Geode Capital Management
92
Geode Capital Management
Massachusetts
$285K
Creative Planning
93
Creative Planning
Kansas
$282K +$11.4K +452 +4%
HA
94
HFG Advisors
Ohio
$281K +$281K +11,100 New
Corient Private Wealth
95
Corient Private Wealth
Florida
$280K -$146K -5,764 -34%
SF
96
Summit Financial
New Jersey
$273K +$274K +10,801 New
ACM
97
Aquatic Capital Management
Illinois
$253K -$314K -12,400 -55%
ECM
98
Evergreen Capital Management
Washington
$250K
TWM
99
TCFG Wealth Management
California
$248K +$248K +9,800 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$248K -$142K -5,622 -36%