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Source Capital

名前 保有額 取引額 株数
増減
保有比率の
変化
Shaker Financial Services
1
Shaker Financial Services
Virginia
$238万 +$239万 +64,838 新規
MAA
2
Mraz Amerine & Associates
California
$216万 +$21.9万 +5,950 +11%
Pecaut & Co
3
Pecaut & Co
Iowa
$193万 -$14.7万 -3,990 -7%
Cohen & Steers
4
Cohen & Steers
New York
$184万 +$70.6万 +19,175 +62%
Citigroup
5
Citigroup
New York
$121万 +$113万 +30,753 +1,347%
First Trust Advisors
6
First Trust Advisors
Illinois
$104万 +$26.7万 +7,250 +35%
Curi RMB Capital
7
Curi RMB Capital
Illinois
$94.3万 +$94.5万 +25,674 新規
Bank of America
8
Bank of America
North Carolina
$93.8万 -$5.91万 -1,606 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$82.9万 +$50万 +13,581 +151%
Morgan Stanley
10
Morgan Stanley
New York
$74.4万 -$2.02万 -550 -3%
Landscape Capital Management
11
Landscape Capital Management
New Jersey
$63万 +$63.1万 +17,150 新規
Invesco
12
Invesco
Georgia
$57.2万 +$8,723 +237 +2%
Wells Fargo
13
Wells Fargo
California
$54.2万 -$6.92万 -1,881 -11%
D.A. Davidson & Co
14
D.A. Davidson & Co
Montana
$50万 +$13.3万 +3,603 +36%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$47万 -$3,680 -100 -0.8%
LPL Financial
16
LPL Financial
California
$41.6万 -$2.12万 -577 -5%
AMI Investment Management
17
AMI Investment Management
Indiana
$41.6万 +$8,281 +225 +2%
Guggenheim Capital
18
Guggenheim Capital
Illinois
$41.2万 -$8,723 -237 -2%
Stratos Wealth Partners
19
Stratos Wealth Partners
Ohio
$36.3万 -$8.14万 -2,211 -18%
UBS Group
20
UBS Group
Switzerland
$36.3万 +$4.48万 +1,217 +14%
CCM
21
Cohen Capital Management
California
$35.2万 – – –
Raymond James & Associates
22
Raymond James & Associates
Florida
$33万 -$17.6万 -4,790 -35%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$31.1万 +$4,674 +127 +2%
HL Financial Services
24
HL Financial Services
Kentucky
$23.9万 – – –
Lafayette Investments
25
Lafayette Investments
Maryland
$23.1万 +$2,576 +70 +1%