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ícone de SOR

Source Capital
SOR

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pecaut & Co
1
Pecaut & Co
Iowa
US$ 2,08 mi -US$ 206 mil -5.579 -9%
MAA
2
Mraz Amerine & Associates
California
US$ 1,95 mi -US$ 192 mil -5.192 -9%
Cohen & Steers
3
Cohen & Steers
New York
US$ 1,15 mi +US$ 421 mil +11.404 +58%
Bank of America
4
Bank of America
North Carolina
US$ 1 mi +US$ 29,1 mil +789 +3%
First Trust Advisors
5
First Trust Advisors
Illinois
US$ 771 mil +US$ 773 mil +20.916 Nova
Morgan Stanley
6
Morgan Stanley
New York
US$ 768 mil +US$ 13,2 mil +357 +2%
Wells Fargo
7
Wells Fargo
California
US$ 614 mil -US$ 108 mil -2.934 -15%
Invesco
8
Invesco
Georgia
US$ 565 mil +US$ 566 mil +15.330 Nova
Raymond James & Associates
9
Raymond James & Associates
Florida
US$ 508 mil -US$ 135 mil -3.645 -21%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
US$ 476 mil +US$ 262 mil +7.105 +122%
Stratos Wealth Partners
11
Stratos Wealth Partners
Ohio
US$ 446 mil -US$ 13 mil -351 -3%
LPL Financial
12
LPL Financial
California
US$ 437 mil -US$ 494 mil -13.383 -53%
Guggenheim Capital
13
Guggenheim Capital
Illinois
US$ 423 mil +US$ 49,5 mil +1.339 +13%
AMI Investment Management
14
AMI Investment Management
Indiana
US$ 409 mil +US$ 410 mil +11.098 Nova
D.A. Davidson & Co
15
D.A. Davidson & Co
Montana
US$ 370 mil +US$ 11,2 mil +302 +3%
CCM
16
Cohen Capital Management
California
US$ 353 mil – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
US$ 331 mil -US$ 55,2 mil -1.495 -14%
UBS Group
18
UBS Group
Switzerland
US$ 320 mil -US$ 57,4 mil -1.554 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
US$ 307 mil +US$ 70,2 mil +1.901 +30%
Tower Research Capital (TRC)
20
Tower Research Capital (TRC)
New York
US$ 265 mil +US$ 236 mil +6.400 +816%
HL Financial Services
21
HL Financial Services
Kentucky
US$ 240 mil – – –
Lafayette Investments
22
Lafayette Investments
Maryland
US$ 229 mil +US$ 2,55 mil +69 +1%
MSI Financial Services
23
MSI Financial Services
Massachusetts
US$ 227 mil +US$ 219 mil +5.942 +2.971%
Creative Planning
24
Creative Planning
Kansas
US$ 129 mil – – –
Kistler-Tiffany Companies
25
Kistler-Tiffany Companies
Pennsylvania
US$ 97 mil – – –
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