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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
126
Nomura Asset Management
Japan
$48.4K +$37K +1,571 +243%
TH
127
TCTC Holdings
Texas
$46.6K
QL
128
Quarry LP
New York
$46.4K +$17.2K +732 +53%
GWM
129
Geneos Wealth Management
Colorado
$45.6K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$45K +$24.5K +1,040 +101%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$41.5K +$10.1K +427 +29%
S
132
SignatureFD
Georgia
$38.9K -$22.2K -945 -35%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$34.2K -$194K -8,228 -84%
AG
134
AmeriFlex Group
Nevada
$32.9K +$34.4K +1,462 New
PC
135
Promus Capital
Illinois
$30.2K +$32.6K +1,384 New
LFG
136
Larson Financial Group
Missouri
$21.8K
WWP
137
WR Wealth Planners
Missouri
$21.8K +$23.5K +1,000 New
TFA
138
Toth Financial Advisory
Virginia
$14.6K +$1.65K +70 +12%
IA
139
IFP Advisors
Florida
$14.2K
SWM
140
Spire Wealth Management
Virginia
$13.1K
CFGS
141
Concourse Financial Group Securities
Alabama
$11.2K -$36.5K -1,550 -76%
HWA
142
HHM Wealth Advisors
Tennessee
$10.9K
RI
143
Ridgewood Investments
New Jersey
$10.9K
RCM
144
Raleigh Capital Management
North Carolina
$9.27K -$2.94K -125 -23%
Jones Financial Companies
145
Jones Financial Companies
Missouri
$7.09K +$7.65K +325 New
SWC
146
Spectrum Wealth Counsel
Indiana
$5.02K
WWA
147
Wingate Wealth Advisors
Massachusetts
$4.58K +$4.94K +210 New
AEPWM
148
Atlantic Edge Private Wealth Management
Florida
$4.36K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$3.27K +$3.53K +150 New
QCG
150
Quadrant Capital Group
Ohio
$2.29K -$5.08K -216 -67%