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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$546K +$2.47K +117 +0.5%
BAM
77
Belpointe Asset Management
Nevada
$522K +$498K +23,582 New
GCP
78
GSA Capital Partners
United Kingdom
$500K -$121K -5,745 -20%
TI
79
Trexquant Investment
Connecticut
$490K -$4.21M -199,567 -90%
BHCM
80
Brevan Howard Capital Management
Jersey
$472K +$174K +8,222 +63%
FAOAI
81
Fund Advisors of America Inc
Florida
$457K +$435K +20,620 New
Ameriprise
82
Ameriprise
Minnesota
$445K +$424K +20,106 New
Mariner
83
Mariner
Kansas
$444K -$228K -10,779 -35%
DP
84
Dearborn Partners
Illinois
$443K +$18.2K +864 +5%
VFPW
85
Vantage Financial Partners (Wisconsin)
Wisconsin
$441K
QT
86
Quantbot Technologies
New York
$427K -$930K -44,038 -70%
JP Morgan Chase
87
JP Morgan Chase
New York
$410K -$143K -6,791 -27%
1WM
88
1900 Wealth Management
Texas
$405K
LIA
89
LBMC Investment Advisors
Tennessee
$404K
WS
90
Wedbush Securities
California
$363K +$70.4K +3,335 +26%
Point72 Asset Management
91
Point72 Asset Management
Connecticut
$305K -$1.18M -56,116 -80%
US Bancorp
92
US Bancorp
Minnesota
$303K -$1.18K -56 -0.4%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$297K -$305K -14,433 -52%
GIC
94
Generali Investments CEE
Czech Republic
$283K
AWM
95
Accel Wealth Management
Iowa
$277K +$264K +12,495 New
SFG
96
SageGuard Financial Group
Tennessee
$268K +$256K +12,113 New
CCG
97
Catalina Capital Group
California
$264K +$251K +11,897 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$261K +$2.43K +115 +1%
VA
99
Vident Advisory
Georgia
$260K -$86.9K -4,118 -26%
GRP
100
Global Retirement Partners
California
$257K -$16.3K -773 -6%