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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$250K +$246K +10,520 New
PCM
127
Permanent Capital Management
Illinois
$233K +$230K +9,820 New
HighTower Advisors
128
HighTower Advisors
Illinois
$232K -$23 -1 -0%
SFG
129
SageGuard Financial Group
Tennessee
$217K -$13.3K -568 -6%
SFA
130
Sequoia Financial Advisors
Ohio
$210K +$206K +8,825 New
E3F
131
Eight 31 Financial
Texas
$208K +$205K +8,750 New
VM
132
VPR Management
Texas
$202K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$201K +$198K +8,477 New
LSA
134
Leonteq Securities AG
Switzerland
$166K
AF
135
Allworth Financial
California
$155K +$22.2K +947 +17%
RWM
136
Rialto Wealth Management
New York
$114K
PA
137
Parallel Advisors
California
$99.5K
HCM
138
Hollencrest Capital Management
California
$97.4K +$2.29K +98 +2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$95.1K -$9.57K -409 -9%
IA
140
IFG Advisory
Georgia
$83.2K +$81.9K +3,500 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$73.4K -$36.6K -1,566 -34%
BH
142
Burk Holdings
Oklahoma
$72.9K
CAL
143
Capital Analysts LLC
Pennsylvania
$71K +$1.68K +72 +2%
SWM
144
Spire Wealth Management
Virginia
$66.6K +$51.5K +2,200 +367%
S
145
SignatureFD
Georgia
$65.1K -$15.7K -671 -20%
OCM
146
Osbon Capital Management
Massachusetts
$59.4K -$3.51K -150 -6%
WTA
147
Washington Trust Advisors
Massachusetts
$59.4K
FFA
148
Farther Finance Advisors
California
$57.9K -$6.18K -264 -10%
EWA
149
EverSource Wealth Advisors
Alabama
$55.1K -$234 -10 -0.4%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$53K