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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$338K -$4.08K -110 -1%
LPL Financial
27
LPL Financial
California
$324K -$66.1K -1,783 -17%
GC
28
Guggenheim Capital
Illinois
$324K -$30.2K -815 -9%
Wells Fargo
29
Wells Fargo
California
$280K -$37K -998 -12%
Morgan Stanley
30
Morgan Stanley
New York
$248K +$9.46K +255 +4%
LI
31
Lafayette Investments
Maryland
$241K +$2.23K +60 +0.9%
HFS
32
HL Financial Services
Kentucky
$208K -$31.2K -840 -13%
MRCM
33
M&R Capital Management
New Jersey
$88K
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$76K
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$59K
CAL
36
Capital Advisors Ltd
Ohio
$56K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$26K +$371 +10 +1%
Creative Planning
38
Creative Planning
Kansas
$24K -$6.75K -182 -22%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$14.8K +$14.6K +393 New
US Bancorp
40
US Bancorp
Minnesota
$12K
IA
41
IFP Advisors
Florida
$11K
CB
42
Community Bank
New York
$10K
First Manhattan
43
First Manhattan
New York
$9K -$11.1K -300 -55%
Bessemer Group
44
Bessemer Group
New Jersey
$8K
DSC
45
Duncker Streett & Co
Missouri
$6K
GWM
46
Geneos Wealth Management
Colorado
$4K
AG
47
Advisor Group
Arizona
$3K
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
SF
49
Synovus Financial
Georgia
$1K -$1K -27 -49%
RFA
50
Reilly Financial Advisors
California
$1K