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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
101
Core Wealth Partners
California
$255K
Geode Capital Management
102
Geode Capital Management
Massachusetts
$249K
ProShare Advisors
103
ProShare Advisors
Maryland
$242K -$13.6K -645 -6%
HighTower Advisors
104
HighTower Advisors
Illinois
$213K -$19.8K -937 -9%
GC
105
Grimes & Company
Massachusetts
$205K -$71.2K -3,372 -27%
VM
106
VPR Management
Texas
$188K +$63.3K +3,000 +55%
HCM
107
Hollencrest Capital Management
California
$165K +$4.2K +199 +3%
LSA
108
Leonteq Securities AG
Switzerland
$140K +$6.33K +300 +5%
Wells Fargo
109
Wells Fargo
California
$127K -$26.4K -1,253 -18%
FFA
110
Farther Finance Advisors
California
$118K +$908 +43 +0.8%
Group One Trading
111
Group One Trading
Illinois
$112K -$1.9K -90 -2%
AF
112
Allworth Financial
California
$107K +$4.62K +219 +5%
RWM
113
Rialto Wealth Management
New York
$107K
PA
114
Parallel Advisors
California
$92.7K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$88.6K -$1.69K -80 -2%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$81K +$77.6K +3,677 New
MCM
117
MAI Capital Management
Ohio
$67.6K -$9.98K -473 -13%
CAL
118
Capital Analysts LLC
Pennsylvania
$63K +$1.6K +76 +3%
EWA
119
EverSource Wealth Advisors
Alabama
$62K -$5.45K -258 -8%
CCM
120
Chilton Capital Management
Texas
$59.8K -$16.9K -800 -23%
S
121
SignatureFD
Georgia
$59K +$3.8K +180 +7%
WTA
122
Washington Trust Advisors
Massachusetts
$55.4K -$38K -1,800 -42%
OCM
123
Osbon Capital Management
Massachusetts
$55.4K +$52.8K +2,500 New
SOADOR
124
State of Alaska Department of Revenue
Alaska
$49K
TH
125
TCTC Holdings
Texas
$47.3K