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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$215K +$201K +9,738 New
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$204K -$3.5K -170 -2%
Creative Planning
128
Creative Planning
Kansas
$201K +$188K +9,114 New
JP Morgan Chase
129
JP Morgan Chase
New York
$186K -$505K -24,528 -74%
HCM
130
Hollencrest Capital Management
California
$155K +$3.71K +180 +3%
LSA
131
Leonteq Securities AG
Switzerland
$121K +$113K +5,500 New
WTA
132
Washington Trust Advisors
Massachusetts
$110K
RWM
133
Rialto Wealth Management
New York
$106K
AF
134
Allworth Financial
California
$101K +$94.7K +4,600 New
PA
135
Parallel Advisors
California
$92.2K -$4.47K -217 -5%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$88.2K
QL
137
Quarry LP
New York
$81.9K +$48.7K +2,364 +175%
FFA
138
Farther Finance Advisors
California
$81.5K +$67.6K +3,281 +787%
MCM
139
MAI Capital Management
Ohio
$77.7K +$17.8K +865 +33%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$77.1K +$61.8K +3,000 +600%
NFSG
141
Newbridge Financial Services Group
Florida
$70K +$65.4K +3,176 New
BTI
142
Blue Trust Inc
Georgia
$69.4K +$3.81K +185 +6%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$65K +$12.7K +615 +27%
EWA
144
EverSource Wealth Advisors
Alabama
$61.4K +$8.81K +428 +18%
CAL
145
Capital Analysts LLC
Pennsylvania
$59K +$1.42K +69 +3%
FHA
146
First Horizon Advisors
Tennessee
$57.9K +$50K +2,428 +1,214%
VM
147
VPR Management
Texas
$55.1K +$51.5K +2,500 New
S
148
SignatureFD
Georgia
$54.7K +$17.5K +849 +52%
GC
149
Garde Capital
Washington
$52.9K
PHK
150
Point72 Hong Kong
Hong Kong
$48.2K +$45.1K +2,189 New