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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$211K -$497 -22 -0.2%
HighTower Advisors
127
HighTower Advisors
Illinois
$210K +$1.65K +73 +0.8%
Wolverine Trading
128
Wolverine Trading
Illinois
$209K +$1.67K +74 +0.8%
PI
129
PFG Investments
New York
$207K +$209K +9,264 New
Wells Fargo
130
Wells Fargo
California
$176K -$455K -20,142 -72%
HCM
131
Hollencrest Capital Management
California
$153K +$3.93K +174 +3%
WTA
132
Washington Trust Advisors
Massachusetts
$112K – – –
RWM
133
Rialto Wealth Management
New York
$107K – – –
PA
134
Parallel Advisors
California
$98.3K -$4.79K -212 -5%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$89.3K – – –
Citigroup
136
Citigroup
New York
$66.8K +$9.19K +407 +16%
BTI
137
Blue Trust Inc
Georgia
$66.1K +$6.53K +289 +11%
MCM
138
MAI Capital Management
Ohio
$59.3K -$384 -17 -0.6%
CAL
139
Capital Analysts LLC
Pennsylvania
$58K +$1.49K +66 +3%
GC
140
Garde Capital
Washington
$53.6K +$54.2K +2,401 New
EWA
141
EverSource Wealth Advisors
Alabama
$52.7K -$135 -6 -0.3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$52K +$5.64K +250 +12%
TH
143
TCTC Holdings
Texas
$47.7K – – –
GWM
144
Geneos Wealth Management
Colorado
$43.1K -$3.61K -160 -8%
S
145
SignatureFD
Georgia
$36.5K -$3.41K -151 -8%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$35K – – –
Group One Trading
147
Group One Trading
Illinois
$33.4K +$33.8K +1,496 New
AG
148
AmeriFlex Group
Nevada
$32.6K – – –
PC
149
Promus Capital
Illinois
$30.9K – – –
QL
150
Quarry LP
New York
$30.2K -$17.5K -775 -36%