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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Samalin Investment Counsel
New York
$495K +$52.4K +2,228 +11%
Jane Street
77
Jane Street
New York
$475K +$512K +21,748 New
AWM
78
Apollon Wealth Management
South Carolina
$451K +$2.99K +127 +0.6%
AGP
79
Autumn Glory Partners
Texas
$436K +$165K +7,000 +54%
CCA
80
Catalyst Capital Advisors
New York
$436K +$471K +20,000 New
NA
81
NewEdge Advisors
Louisiana
$417K +$450K +19,129 New
DP
82
Dearborn Partners
Illinois
$414K -$17.1K -726 -4%
1WM
83
1900 Wealth Management
Texas
$399K
LIA
84
LBMC Investment Advisors
Tennessee
$398K
Bank of America
85
Bank of America
North Carolina
$386K +$240K +10,182 +135%
BA
86
Bard Associates
Illinois
$377K -$21.8K -924 -5%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$376K +$405K +17,223 New
Corient Private Wealth
88
Corient Private Wealth
Florida
$362K +$129K +5,494 +50%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$358K +$386K +16,407 New
AAS
90
Avantax Advisory Services
Texas
$352K -$10.8K -457 -3%
USCWA
91
U.S. Capital Wealth Advisors
Texas
$349K
PCM
92
Palisade Capital Management
New Jersey
$341K +$368K +15,647 New
OC
93
Oppenheimer & Co
New York
$326K +$352K +14,955 New
Mariner
94
Mariner
Kansas
$325K -$13.5K -573 -4%
CIA
95
Concurrent Investment Advisors
Florida
$302K -$46.8K -1,990 -13%
IFG
96
Independent Financial Group
California
$301K +$15.3K +650 +5%
US Bancorp
97
US Bancorp
Minnesota
$299K -$1.06K -45 -0.3%
UBP
98
Union Bancaire Privee
Switzerland
$298K +$321K +13,655 New
YIH
99
Y-Intercept (HK)
Hong Kong
$296K +$319K +13,559 New
CCG
100
Catalina Capital Group
California
$289K +$312K +13,240 New