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Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
26
M&R Capital Management
New Jersey
$86K +$87K +2,355 New
Citigroup
27
Citigroup
New York
$84K +$111 +3 +0.1%
CAL
28
Capital Advisors Ltd
Ohio
$55K – – –
Ladenburg Thalmann Financial Services
29
Ladenburg Thalmann Financial Services
Florida
$49K – – –
First Manhattan
30
First Manhattan
New York
$20K – – –
KLI
31
Kelman-Lazarov Inc
Tennessee
$11.1K -$203K -5,500 -95%
US Bancorp
32
US Bancorp
Minnesota
$10K – – –
IFP Advisors
33
IFP Advisors
Florida
$10K +$10.3K +280 New
Geneos Wealth Management
34
Geneos Wealth Management
Colorado
$8K -$5.54K -150 -41%
Bessemer Group
35
Bessemer Group
New Jersey
$7K – – –
DSC
36
Duncker Streett & Co
Missouri
$6K – – –
RAM
37
Riggs Asset Management
Pennsylvania
$4K -$25.9K -700 -88%
TIM
38
Tortoise Investment Management
New York
$4K +$3.69K +100 New
Synovus Financial
39
Synovus Financial
Georgia
$2K – – –
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
RFA
41
Reilly Financial Advisors
California
$1K – – –
Advisor Group
42
Advisor Group
Arizona
$1K +$1.48K +40 New
BI
43
Bulldog Investors
New Jersey
– -$2.94M -82,562 Closed
TJHA
44
Thomas J. Herzfeld Advisors
Florida
– -$2.2M -61,786 Closed
DA
45
Doliver Advisors
Texas
– -$1.9M -53,256 Closed
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
– -$1.18M -33,223 Closed
FFA
47
First Foundation Advisors
California
– -$555K -15,577 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$468K -13,131 Closed
TC
49
TFS Capital
Pennsylvania
– -$239K -6,720 Closed
Private Advisor Group
50
Private Advisor Group
New Jersey
– -$235K -6,597 Closed