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Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$540K -$8.18K -179 -2%
EPW
27
Evolve Private Wealth
California
$490K -$32K -700 -6%
Pinnacle Financial Partners (Georgia)
28
Pinnacle Financial Partners (Georgia)
Georgia
$475K +$242K +5,302 +105%
Cary Street Partners
29
Cary Street Partners
Virginia
$451K -$428K -9,359 -49%
CICI
30
Capital Investment Counsel Inc
North Carolina
$414K – – –
Private Advisor Group
31
Private Advisor Group
New Jersey
$367K +$52.1K +1,139 +17%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$340K +$2.29K +50 +0.7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$290K +$37.8K +826 +15%
UBS Group
34
UBS Group
Switzerland
$256K -$56.8K -1,242 -18%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
$238K +$3.2K +70 +1%
NewEdge Advisors
36
NewEdge Advisors
Louisiana
$235K -$2.7K -59 -1%
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
$215K +$214K +4,674 New
AssetMark Inc
38
AssetMark Inc
California
$165K – – –
AF
39
Align Financial
Minnesota
$154K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$124K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$83K -$495K -10,836 -86%
AA
42
AlphaCentric Advisors
Puerto Rico
$78.1K +$77.7K +1,700 New
CA
43
Crossingbridge Advisors
New York
$78.1K +$77.7K +1,700 New
MCM
44
Manchester Capital Management
Vermont
$69.9K +$914 +20 +1%
KCM
45
Key Capital Management
Tennessee
$60.1K +$59.8K +1,308 New
NS
46
NBC Securities
Alabama
$51.1K +$503 +11 +1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$46K – – –
Wolverine Asset Management
48
Wolverine Asset Management
Illinois
$44.4K -$19.8K -434 -31%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$42K +$17.7K +388 +74%
WT
50
WHI Trust
Illinois
$41.9K – – –