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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$300K +$300K +8,355 New
RJA
27
Raymond James & Associates
Florida
$299K -$24.4K -678 -8%
HFS
28
HL Financial Services
Kentucky
$229K -$4.85K -135 -2%
LI
29
Lafayette Investments
Maryland
$228K +$2.19K +61 +1%
Morgan Stanley
30
Morgan Stanley
New York
$227K -$501K -13,937 -69%
WAM
31
Weiss Asset Management
Massachusetts
$223K +$223K +6,204 New
MFS
32
MSI Financial Services
Massachusetts
$170K -$47.7K -1,326 -22%
MRCM
33
M&R Capital Management
New Jersey
$84K
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$73K -$10.8K -300 -13%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$57K +$56.6K +1,575 New
CAL
36
Capital Advisors Ltd
Ohio
$53K
Creative Planning
37
Creative Planning
Kansas
$30K -$96.2K -2,675 -76%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$25K -$23.9K -664 -49%
ECM
39
Elgethun Capital Management
South Dakota
$24K +$23.9K +666 New
First Manhattan
40
First Manhattan
New York
$19K
US Bancorp
41
US Bancorp
Minnesota
$12K
KLI
42
Kelman-Lazarov Inc
Tennessee
$10.8K
CB
43
Community Bank
New York
$10K
IA
44
IFP Advisors
Florida
$10K
Bessemer Group
45
Bessemer Group
New Jersey
$7K
DSC
46
Duncker Streett & Co
Missouri
$5K
GWM
47
Geneos Wealth Management
Colorado
$4K -$3.63K -101 -47%
RAM
48
Riggs Asset Management
Pennsylvania
$4K
SF
49
Synovus Financial
Georgia
$2K +$36 +1 +2%
AG
50
Advisor Group
Arizona
$2K +$719 +20 +50%