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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
Bard Associates
Illinois
$270K -$111K -4,883 -28%
GRP
102
Global Retirement Partners
California
$270K -$7.63K -335 -3%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$255K +$199K +8,722 +298%
ProShare Advisors
104
ProShare Advisors
Maryland
$253K +$38.2K +1,680 +17%
CWP
105
Core Wealth Partners
California
$252K
Geode Capital Management
106
Geode Capital Management
Massachusetts
$246K
VF
107
Virtu Financial
New York
$244K +$254K +11,154 New
XT
108
XTX Topco
Cayman Islands
$236K +$246K +10,798 New
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$235K +$34.1K +1,500 +16%
QC
110
Quadrature Capital
United Kingdom
$232K +$241K +10,605 New
HighTower Advisors
111
HighTower Advisors
Illinois
$231K +$8.76K +385 +4%
CC
112
Centiva Capital
New York
$226K +$236K +10,358 New
KCPT
113
Kingstone Capital Partners Texas
Texas
$212K +$220K +9,678 New
ATC
114
Argent Trust Co
Tennessee
$203K -$2.6M -114,054 -92%
HCM
115
Hollencrest Capital Management
California
$158K +$4.14K +182 +3%
Wells Fargo
116
Wells Fargo
California
$153K -$118K -5,194 -43%
LSA
117
Leonteq Securities AG
Switzerland
$131K +$11.4K +500 +9%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$126K +$131K +5,763 New
VM
119
VPR Management
Texas
$120K +$68.3K +3,000 +120%
FFA
120
Farther Finance Advisors
California
$115K +$35.9K +1,577 +43%
Group One Trading
121
Group One Trading
Illinois
$113K +$118K +5,163 New
RWM
122
Rialto Wealth Management
New York
$105K
AF
123
Allworth Financial
California
$101K +$592 +26 +0.6%
WTA
124
Washington Trust Advisors
Massachusetts
$94K -$15.9K -700 -14%
PA
125
Parallel Advisors
California
$91.5K