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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$418K +$4.63K +68 +1%
LI
27
Lafayette Investments
Maryland
$405K +$9.05K +133 +2%
Squarepoint
28
Squarepoint
New York
$398K +$409K +6,000 New
NL
29
NWAM LLC
Washington
$329K -$2.38K -35 -0.7%
VKH
30
Virtu KCG Holdings
New York
$312K +$320K +4,706 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$310K -$12.1K -178 -4%
WHRC
32
W.H. Reaves & Co
New Jersey
$301K +$310K +4,550 New
FC
33
Fiduciary Counselling
Minnesota
$293K -$375K -5,503 -55%
Creative Planning
34
Creative Planning
Kansas
$239K +$40.9K +600 +20%
S
35
SignatureFD
Georgia
$232K +$238K +3,500 New
CBB
36
Citizens Business Bank
California
$216K
TC
37
Telemus Capital
Michigan
$215K
SHA
38
Smith Hayes Advisers
Nebraska
$204K
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$174K
AA
40
Apriem Advisors
California
$166K
Citigroup
41
Citigroup
New York
$144K +$204 +3 +0.1%
First Manhattan
42
First Manhattan
New York
$139K
FMA
43
FNY Managed Accounts
New York
$113K +$116K +1,700 New
CAL
44
Capital Advisors Ltd
Ohio
$98K
MFS
45
MSI Financial Services
Massachusetts
$82K -$25K -367 -23%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$75K -$5.11K -75 -6%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$56K +$53.3K +783 +1,169%
RAM
48
Riggs Asset Management
Pennsylvania
$53K
IA
49
IFP Advisors
Florida
$39K +$40.2K +590 New
TRCT
50
Tower Research Capital (TRC)
New York
$36K +$37.2K +547 New