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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
CW
101
CreativeOne Wealth
Kansas
$357K -$136K -5,814 -28%
DP
102
Dearborn Partners
Illinois
$332K -$128K -5,454 -28%
JP Morgan Chase
103
JP Morgan Chase
New York
$328K -$17.3K -741 -5%
FIC
104
FCG Investment Company
Tennessee
$327K +$72.4K +3,094 +29%
US Bancorp
105
US Bancorp
Minnesota
$326K
BSG
106
Black Swift Group
Colorado
$322K +$317K +13,550 New
EGA
107
Eagle Global Advisors
Texas
$321K +$97.4K +4,165 +45%
Amundi
108
Amundi
France
$316K +$311K +13,279 New
EGM
109
Engineers Gate Manager
New York
$310K -$106K -4,552 -26%
MHFA
110
Mission Hills Financial Advisory
California
$305K +$300K +12,836 New
GIC
111
Generali Investments CEE
Czech Republic
$303K
AWM
112
Accel Wealth Management
Iowa
$298K +$304 +13 +0.1%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$296K +$291K +12,437 New
Creative Planning
114
Creative Planning
Kansas
$294K +$56.5K +2,414 +24%
CWP
115
Core Wealth Partners
California
$293K +$18.7K +800 +7%
DS
116
DRW Securities
Illinois
$284K +$18.6K +794 +7%
AWA
117
Arkadios Wealth Advisors
Georgia
$283K +$278K +11,902 New
BHCM
118
Brevan Howard Capital Management
Jersey
$280K -$230K -9,824 -45%
TSS
119
Two Sigma Securities
New York
$275K +$270K +11,558 New
Focus Partners Wealth
120
Focus Partners Wealth
Massachusetts
$272K +$11.3K +482 +4%
GRP
121
Global Retirement Partners
California
$270K +$266K +11,373 New
ProShare Advisors
122
ProShare Advisors
Maryland
$270K +$795 +34 +0.3%
Geode Capital Management
123
Geode Capital Management
Massachusetts
$267K
Wells Fargo
124
Wells Fargo
California
$261K +$164K +7,007 +176%
Squarepoint
125
Squarepoint
New York
$258K +$28.3K +1,208 +13%