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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
DWM
1
DKM Wealth Management
California
USD 14.4 M +USD 532 k +11,647 +4%
D.A. Davidson & Co
2
D.A. Davidson & Co
Montana
USD 7.67 M -USD 108 k -2,369 -1%
SFS
3
Shaker Financial Services
Virginia
USD 7.08 M +USD 5.66 M +123,761 +410%
DM
4
Diversified Management
Wisconsin
USD 5.58 M +USD 152 k +3,316 +3%
HC
5
Hara Capital
Washington
USD 4.58 M +USD 1.59 M +34,826 +54%
Morgan Stanley
6
Morgan Stanley
New York
USD 4.18 M +USD 25.5 k +558 +0.6%
First Trust Advisors
7
First Trust Advisors
Illinois
USD 3.47 M +USD 46.8 k +1,024 +1%
Mesirow Financial Investment Management
8
Mesirow Financial Investment Management
Illinois
USD 3.47 M +USD 2.74 k +60 +0.1%
Wells Fargo
9
Wells Fargo
California
USD 3.1 M -USD 37.2 k -814 -1%
Raymond James Financial
10
Raymond James Financial
Florida
USD 2.67 M -USD 43 k -941 -2%
Invesco
11
Invesco
Georgia
USD 1.56 M +USD 92.8 k +2,031 +6%
Anchor Investment Management
12
Anchor Investment Management
South Carolina
USD 1.32 M -USD 147 k -3,220 -10%
SAM
13
Smith Asset Management
Florida
USD 1.29 M -USD 7.5 k -164 -0.6%
Hennion & Walsh Asset Management
14
Hennion & Walsh Asset Management
New Jersey
USD 1.19 M -USD 286 k -6,259 -19%
US Bancorp
15
US Bancorp
Minnesota
USD 1.14 M – – –
Keating Financial Advisory Services
16
Keating Financial Advisory Services
Kansas
USD 1.05 M -USD 845 k -18,487 -45%
LPL Financial
17
LPL Financial
California
USD 966 k -USD 13.1 k -287 -1%
&Partners
18
&Partners
Tennessee
USD 726 k +USD 42.3 k +925 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 695 k +USD 379 k +8,282 +121%
Chemistry Wealth Management
20
Chemistry Wealth Management
New York
USD 652 k -USD 68.8 k -1,505 -10%
Baltimore-Washington Financial Advisors
21
Baltimore-Washington Financial Advisors
Maryland
USD 647 k -USD 40.6 k -888 -6%
Bank of America
22
Bank of America
North Carolina
USD 645 k +USD 4.57 k +100 +0.7%
PC
23
Pecaut & Co
Iowa
USD 625 k +USD 6.76 k +148 +1%
Readystate Asset Management
24
Readystate Asset Management
Illinois
USD 565 k +USD 561 k +12,280 Nuevas
AE Wealth Management
25
AE Wealth Management
Kansas
USD 541 k +USD 538 k +11,760 Nuevas
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