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ícone de SOR

Source Capital
SOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
DWM
1
DKM Wealth Management
California
US$ 14,4 mi +US$ 532 mil +11.647 +4%
D.A. Davidson & Co
2
D.A. Davidson & Co
Montana
US$ 7,67 mi -US$ 108 mil -2.369 -1%
SFS
3
Shaker Financial Services
Virginia
US$ 7,08 mi +US$ 5,66 mi +123.761 +410%
DM
4
Diversified Management
Wisconsin
US$ 5,58 mi +US$ 152 mil +3.316 +3%
HC
5
Hara Capital
Washington
US$ 4,58 mi +US$ 1,59 mi +34.826 +54%
Morgan Stanley
6
Morgan Stanley
New York
US$ 4,18 mi +US$ 25,5 mil +558 +0,6%
First Trust Advisors
7
First Trust Advisors
Illinois
US$ 3,47 mi +US$ 46,8 mil +1.024 +1%
Mesirow Financial Investment Management
8
Mesirow Financial Investment Management
Illinois
US$ 3,47 mi +US$ 2,74 mil +60 +0,1%
Wells Fargo
9
Wells Fargo
California
US$ 3,1 mi -US$ 37,2 mil -814 -1%
Raymond James Financial
10
Raymond James Financial
Florida
US$ 2,67 mi -US$ 43 mil -941 -2%
Invesco
11
Invesco
Georgia
US$ 1,56 mi +US$ 92,8 mil +2.031 +6%
Anchor Investment Management
12
Anchor Investment Management
South Carolina
US$ 1,32 mi -US$ 147 mil -3.220 -10%
SAM
13
Smith Asset Management
Florida
US$ 1,29 mi -US$ 7,5 mil -164 -0,6%
Hennion & Walsh Asset Management
14
Hennion & Walsh Asset Management
New Jersey
US$ 1,19 mi -US$ 286 mil -6.259 -19%
US Bancorp
15
US Bancorp
Minnesota
US$ 1,14 mi – – –
Keating Financial Advisory Services
16
Keating Financial Advisory Services
Kansas
US$ 1,05 mi -US$ 845 mil -18.487 -45%
LPL Financial
17
LPL Financial
California
US$ 966 mil -US$ 13,1 mil -287 -1%
&Partners
18
&Partners
Tennessee
US$ 726 mil +US$ 42,3 mil +925 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
US$ 695 mil +US$ 379 mil +8.282 +121%
Chemistry Wealth Management
20
Chemistry Wealth Management
New York
US$ 652 mil -US$ 68,8 mil -1.505 -10%
Baltimore-Washington Financial Advisors
21
Baltimore-Washington Financial Advisors
Maryland
US$ 647 mil -US$ 40,6 mil -888 -6%
Bank of America
22
Bank of America
North Carolina
US$ 645 mil +US$ 4,57 mil +100 +0,7%
PC
23
Pecaut & Co
Iowa
US$ 625 mil +US$ 6,76 mil +148 +1%
Readystate Asset Management
24
Readystate Asset Management
Illinois
US$ 565 mil +US$ 561 mil +12.280 Nova
AE Wealth Management
25
AE Wealth Management
Kansas
US$ 541 mil +US$ 538 mil +11.760 Nova
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