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ícone de SOR

Source Capital
SOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Wells Fargo
1
Wells Fargo
California
US$ 5,27 mi +US$ 367 mil +5.374 +8%
Morgan Stanley
2
Morgan Stanley
New York
US$ 4,15 mi +US$ 695 mil +10.175 +21%
Shaker Financial Services
3
Shaker Financial Services
Virginia
US$ 2,97 mi +US$ 571 mil +8.362 +25%
MAA
4
Mraz Amerine & Associates
California
US$ 2,73 mi -US$ 47,5 mil -695 -2%
First Trust Advisors
5
First Trust Advisors
Illinois
US$ 2,33 mi +US$ 162 mil +2.365 +8%
Wolverine Asset Management
6
Wolverine Asset Management
Illinois
US$ 1,96 mi +US$ 1,77 mi +25.940 +1.281%
Raymond James & Associates
7
Raymond James & Associates
Florida
US$ 1,84 mi -US$ 32,4 mil -474 -2%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
US$ 1,4 mi +US$ 683 mil +10.000 +100%
Cetera Advisor Networks
9
Cetera Advisor Networks
California
US$ 1,33 mi -US$ 73,4 mil -1.075 -5%
Goldman Sachs
10
Goldman Sachs
New York
US$ 1,22 mi -US$ 561 mil -8.210 -32%
Stone Run Capital
11
Stone Run Capital
New York
US$ 1,06 mi – – –
UBS
12
UBS
Switzerland
US$ 1,05 mi -US$ 7,92 mil -116 -0,8%
D.A. Davidson & Co
13
D.A. Davidson & Co
Montana
US$ 860 mil +US$ 342 +5 +0%
HL Financial Services
14
HL Financial Services
Kentucky
US$ 712 mil +US$ 13,7 mil +200 +2%
Karpus Investment Management
15
Karpus Investment Management
New York
US$ 678 mil +US$ 662 mil +9.692 Nova
Bank of America
16
Bank of America
North Carolina
US$ 674 mil -US$ 23 mil -337 -3%
CCM
17
Cohen Capital Management
California
US$ 670 mil – – –
LPL Financial
18
LPL Financial
California
US$ 668 mil -US$ 70,9 mil -1.038 -10%
First Foundation Advisors
19
First Foundation Advisors
California
US$ 614 mil +US$ 1,16 mil +17 +0,2%
Baird
20
Baird
Wisconsin
US$ 575 mil +US$ 8,13 mil +119 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
US$ 541 mil +US$ 1,3 mil +19 +0,2%
Lafayette Investments
22
Lafayette Investments
Maryland
US$ 389 mil +US$ 4,37 mil +64 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
US$ 361 mil +US$ 16,7 mil +245 +5%
KFS
24
KMS Financial Services
Washington
US$ 350 mil -US$ 7,45 mil -109 -2%
SG Americas Securities
25
SG Americas Securities
New York
US$ 345 mil – – –
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