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Capital Southwest

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$42.8K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$34.7K
SAG
128
SageView Advisory Group
California
$34.4K +$32.7K +1,551 New
TCM
129
Triumph Capital Management
Colorado
$31K +$29.6K +1,400 New
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$29.7K -$4.45K -211 -14%
BTI
131
Blue Trust Inc
Georgia
$23.3K -$33.7K -1,595 -60%
NSIM
132
North Star Investment Management
Illinois
$22.7K
NFSG
133
Newbridge Financial Services Group
Florida
$22.1K -$790K -37,439 -97%
LFG
134
Larson Financial Group
Missouri
$22.1K
Jones Financial Companies
135
Jones Financial Companies
Missouri
$17.8K +$17K +804 New
HWA
136
HHM Wealth Advisors
Tennessee
$15.5K
SWM
137
Spire Wealth Management
Virginia
$13.3K
TFA
138
Toth Financial Advisory
Virginia
$13.3K
KCM
139
Key Capital Management
Tennessee
$11.4K +$10.8K +514 New
1IA
140
1620 Investment Advisors
Massachusetts
$11.1K -$3.17K -150 -23%
HIMS
141
Hager Investment Management Services
New Hampshire
$11.1K
AW
142
Avion Wealth
Texas
$11K +$10.6K +500 New
Russell Investments Group
143
Russell Investments Group
United Kingdom
$10.5K +$3.25K +154 +48%
Nomura Asset Management
144
Nomura Asset Management
Japan
$9.9K -$35.6K -1,688 -79%
DF
145
Dunhill Financial
United Kingdom
$8.86K
RWA
146
Redmont Wealth Advisors
Illinois
$7.42K -$1.43M -67,541 -100%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$6.45K -$4.41K -209 -42%
QL
148
Quarry LP
New York
$6.2K +$5.91K +280 New
LI
149
LRI Investments
Florida
$5.54K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$4.98K