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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 5.27 M +USD 367 k +5,374 +8%
Morgan Stanley
2
Morgan Stanley
New York
USD 4.15 M +USD 695 k +10,175 +21%
Shaker Financial Services
3
Shaker Financial Services
Virginia
USD 2.97 M +USD 571 k +8,362 +25%
MAA
4
Mraz Amerine & Associates
California
USD 2.73 M -USD 47.5 k -695 -2%
First Trust Advisors
5
First Trust Advisors
Illinois
USD 2.33 M +USD 162 k +2,365 +8%
Wolverine Asset Management
6
Wolverine Asset Management
Illinois
USD 1.96 M +USD 1.77 M +25,940 +1,281%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 1.84 M -USD 32.4 k -474 -2%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
USD 1.4 M +USD 683 k +10,000 +100%
Cetera Advisor Networks
9
Cetera Advisor Networks
California
USD 1.33 M -USD 73.4 k -1,075 -5%
Goldman Sachs
10
Goldman Sachs
New York
USD 1.22 M -USD 561 k -8,210 -32%
Stone Run Capital
11
Stone Run Capital
New York
USD 1.06 M – – –
UBS
12
UBS
Switzerland
USD 1.05 M -USD 7.92 k -116 -0.8%
D.A. Davidson & Co
13
D.A. Davidson & Co
Montana
USD 860 k +USD 342 +5 +0%
HL Financial Services
14
HL Financial Services
Kentucky
USD 712 k +USD 13.7 k +200 +2%
Karpus Investment Management
15
Karpus Investment Management
New York
USD 678 k +USD 662 k +9,692 Nuevas
Bank of America
16
Bank of America
North Carolina
USD 674 k -USD 23 k -337 -3%
CCM
17
Cohen Capital Management
California
USD 670 k – – –
LPL Financial
18
LPL Financial
California
USD 668 k -USD 70.9 k -1,038 -10%
First Foundation Advisors
19
First Foundation Advisors
California
USD 614 k +USD 1.16 k +17 +0.2%
Baird
20
Baird
Wisconsin
USD 575 k +USD 8.13 k +119 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 541 k +USD 1.3 k +19 +0.2%
Lafayette Investments
22
Lafayette Investments
Maryland
USD 389 k +USD 4.37 k +64 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 361 k +USD 16.7 k +245 +5%
KFS
24
KMS Financial Services
Washington
USD 350 k -USD 7.45 k -109 -2%
SG Americas Securities
25
SG Americas Securities
New York
USD 345 k – – –
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