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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Arlington Capital Management
Illinois
$477K +$488K +21,565 New
CW
77
CreativeOne Wealth
Kansas
$461K -$679K -30,010 -59%
BCA
78
Bayshore Capital Advisors
Florida
$453K +$464K +20,500 New
DP
79
Dearborn Partners
Illinois
$430K -$13.1K -579 -3%
OAM
80
Oxford Asset Management
United Kingdom
$424K +$434K +19,172 New
PUI
81
Purpose Unlimited Inc
$408K +$430K +19,000 New
FAOAI
82
Fund Advisors of America Inc
Florida
$408K -$49.7K -2,194 -11%
IFG
83
Independent Financial Group
California
$407K +$417K +18,416 New
1WM
84
1900 Wealth Management
Texas
$404K
LIA
85
LBMC Investment Advisors
Tennessee
$404K
EGM
86
Engineers Gate Manager
New York
$389K +$398K +17,597 New
Osaic Holdings
87
Osaic Holdings
Arizona
$386K -$243K -10,753 -38%
WS
88
Wedbush Securities
California
$362K
BAM
89
Belpointe Asset Management
Nevada
$350K -$176K -7,781 -33%
QT
90
Quantbot Technologies
New York
$348K -$80.2K -3,545 -18%
IA
91
Inspire Advisors
Idaho
$323K +$331K +14,608 New
JP Morgan Chase
92
JP Morgan Chase
New York
$316K -$86.6K -3,828 -21%
OQS
93
Occudo Quantitative Strategies
Florida
$309K +$291K +12,877 New
US Bancorp
94
US Bancorp
Minnesota
$303K
XT
95
XTX Topco
Cayman Islands
$294K +$301K +13,313 New
GIC
96
Generali Investments CEE
Czech Republic
$282K
AWM
97
Accel Wealth Management
Iowa
$277K +$294 +13 +0.1%
CWP
98
Core Wealth Partners
California
$255K
ProShare Advisors
99
ProShare Advisors
Maryland
$251K +$8.74K +386 +4%
Geode Capital Management
100
Geode Capital Management
Massachusetts
$249K