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Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
26
Kelman-Lazarov Inc
Tennessee
$207K +$347K +5,800 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$206K +$66.5K +1,112 +24%
Creative Planning
28
Creative Planning
Kansas
$125K -$5.98K -100 -3%
KTC
29
Kistler-Tiffany Companies
Pennsylvania
$94K – – –
AA
30
Apriem Advisors
California
$89K – – –
Citigroup
31
Citigroup
New York
$81K +$6.7K +112 +5%
SignatureFD
32
SignatureFD
Georgia
$68K -$95.7K -1,600 -46%
CAL
33
Capital Advisors Ltd
Ohio
$53K – – –
Ladenburg Thalmann Financial Services
34
Ladenburg Thalmann Financial Services
Florida
$48K +$12.6K +210 +19%
RAM
35
Riggs Asset Management
Pennsylvania
$28K – – –
Tower Research Capital (TRC)
36
Tower Research Capital (TRC)
New York
$28K +$14.2K +237 +43%
First Manhattan
37
First Manhattan
New York
$19K -$92.8K -1,552 -74%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$15K +$25.1K +420 New
Geneos Wealth Management
39
Geneos Wealth Management
Colorado
$13K +$21.9K +366 New
US Bancorp
40
US Bancorp
Minnesota
$10K – – –
MSI Financial Services
41
MSI Financial Services
Massachusetts
$7K -$61.8K -1,033 -84%
Bessemer Group
42
Bessemer Group
New Jersey
$7K – – –
DSC
43
Duncker Streett & Co
Missouri
$5K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$5K – – –
Synovus Financial
45
Synovus Financial
Georgia
$2K +$717 +12 +29%
AIG
46
American International Group
New York
$1K – – –
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
RFA
48
Reilly Financial Advisors
California
$1K +$1.73K +29 New
First Trust Advisors
49
First Trust Advisors
Illinois
– -$2.17M -32,704 Closed
MC
50
Matisse Capital
Oregon
– -$1.43M -21,529 Closed