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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shaker Financial Services
1
Shaker Financial Services
Virginia
USD 2.38 M +USD 2.39 M +64,838 Nuevas
MAA
2
Mraz Amerine & Associates
California
USD 2.16 M +USD 219 k +5,950 +11%
Pecaut & Co
3
Pecaut & Co
Iowa
USD 1.93 M -USD 147 k -3,990 -7%
Cohen & Steers
4
Cohen & Steers
New York
USD 1.84 M +USD 706 k +19,175 +62%
Citigroup
5
Citigroup
New York
USD 1.21 M +USD 1.13 M +30,753 +1,347%
First Trust Advisors
6
First Trust Advisors
Illinois
USD 1.04 M +USD 267 k +7,250 +35%
Curi RMB Capital
7
Curi RMB Capital
Illinois
USD 943 k +USD 945 k +25,674 Nuevas
Bank of America
8
Bank of America
North Carolina
USD 938 k -USD 59.1 k -1,606 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 829 k +USD 500 k +13,581 +151%
Morgan Stanley
10
Morgan Stanley
New York
USD 744 k -USD 20.2 k -550 -3%
Landscape Capital Management
11
Landscape Capital Management
New Jersey
USD 630 k +USD 631 k +17,150 Nuevas
Invesco
12
Invesco
Georgia
USD 572 k +USD 8.72 k +237 +2%
Wells Fargo
13
Wells Fargo
California
USD 542 k -USD 69.2 k -1,881 -11%
D.A. Davidson & Co
14
D.A. Davidson & Co
Montana
USD 500 k +USD 133 k +3,603 +36%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
USD 470 k -USD 3.68 k -100 -0.8%
LPL Financial
16
LPL Financial
California
USD 416 k -USD 21.2 k -577 -5%
AMI Investment Management
17
AMI Investment Management
Indiana
USD 416 k +USD 8.28 k +225 +2%
Guggenheim Capital
18
Guggenheim Capital
Illinois
USD 412 k -USD 8.72 k -237 -2%
Stratos Wealth Partners
19
Stratos Wealth Partners
Ohio
USD 363 k -USD 81.4 k -2,211 -18%
UBS Group
20
UBS Group
Switzerland
USD 363 k +USD 44.8 k +1,217 +14%
CCM
21
Cohen Capital Management
California
USD 352 k – – –
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 330 k -USD 176 k -4,790 -35%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 311 k +USD 4.67 k +127 +2%
HL Financial Services
24
HL Financial Services
Kentucky
USD 239 k – – –
Lafayette Investments
25
Lafayette Investments
Maryland
USD 231 k +USD 2.58 k +70 +1%
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