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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
101
Autumn Glory Partners
Texas
$209K +$205K +8,000 New
WKWM
102
Walter & Keenan Wealth Management
Indiana
$209K +$205K +8,000 New
AWS
103
Atria Wealth Solutions
New York
$200K +$197K +7,668 New
BEI
104
Benjamin Edwards Inc
Missouri
$195K -$6.72K -262 -3%
GJIA
105
Glass Jacobson Investment Advisors
Maryland
$186K +$3.88K +151 +2%
Comerica Bank
106
Comerica Bank
Texas
$186K
HCM
107
Hollencrest Capital Management
California
$157K +$3.29K +128 +2%
Bank of America
108
Bank of America
North Carolina
$151K -$183K -7,117 -55%
WTA
109
Washington Trust Advisors
Massachusetts
$130K
PA
110
Parallel Advisors
California
$130K
JP Morgan Chase
111
JP Morgan Chase
New York
$126K -$42.7K -1,665 -26%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$104K +$103K +4,000 New
S
113
SignatureFD
Georgia
$73.2K +$4.36K +170 +6%
TRCT
114
Tower Research Capital (TRC)
New York
$68.3K -$25.1K -978 -27%
CAL
115
Capital Analysts LLC
Pennsylvania
$65K
EWA
116
EverSource Wealth Advisors
Alabama
$57.8K +$57.7K +2,250 New
TH
117
TCTC Holdings
Texas
$55.7K
CFGS
118
Concourse Financial Group Securities
Alabama
$53.5K
GWM
119
Geneos Wealth Management
Colorado
$34.7K +$18.7K +730 +122%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$27K -$1.54K -60 -6%
LFG
121
Larson Financial Group
Missouri
$26.1K -$26.1K -1,017 -50%
Group One Trading
122
Group One Trading
Illinois
$21.7K +$21.3K +830 New
TFA
123
Toth Financial Advisory
Virginia
$15.7K
SWM
124
Spire Wealth Management
Virginia
$15.7K +$15.4K +600 New
RWMG
125
Redwood Wealth Management Group
New Jersey
$15.2K +$14.9K +581 New