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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
JF
101
Jump Financial
Illinois
$238K -$810K -31,962 -77%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$225K
GCM
103
Greenland Capital Management
New York
$207K +$208K +8,200 New
WKWM
104
Walter & Keenan Wealth Management
Indiana
$202K
Bank of America
105
Bank of America
North Carolina
$190K +$44.5K +1,756 +30%
BTI
106
Blue Trust Inc
Georgia
$186K +$170K +6,711 +1,539%
DM
107
Delphi Management
Massachusetts
$183K +$183K +7,220 New
HCM
108
Hollencrest Capital Management
California
$165K +$13.1K +518 +9%
Comerica Bank
109
Comerica Bank
Texas
$141K -$39.5K -1,559 -22%
WTA
110
Washington Trust Advisors
Massachusetts
$126K
WI
111
Wintrust Investments
Illinois
$125K -$1.13M -44,595 -90%
PA
112
Parallel Advisors
California
$123K -$3.27K -129 -3%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$106K +$106K +4,200 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$101K
JP Morgan Chase
115
JP Morgan Chase
New York
$96K -$26.4K -1,041 -22%
S
116
SignatureFD
Georgia
$69K -$1.95K -77 -3%
EWA
117
EverSource Wealth Advisors
Alabama
$59.2K +$2.28K +90 +4%
TH
118
TCTC Holdings
Texas
$54K
Citigroup
119
Citigroup
New York
$53K +$53.1K +2,095 New
GWM
120
Geneos Wealth Management
Colorado
$52.9K +$19.3K +760 +57%
CFGS
121
Concourse Financial Group Securities
Alabama
$51.8K
CAL
122
Capital Analysts LLC
Pennsylvania
$48K -$15.3K -603 -24%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$37K +$23.1K +913 +166%
QL
124
Quarry LP
New York
$35.3K +$35.3K +1,394 New
TRCT
125
Tower Research Capital (TRC)
New York
$33.3K -$32.9K -1,300 -50%