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Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cohen Capital Management
California
$370K – – –
Stratos Wealth Partners
27
Stratos Wealth Partners
Ohio
$348K -$38 -1 -0%
Guggenheim Capital
28
Guggenheim Capital
Illinois
$304K -$29K -761 -9%
Invesco
29
Invesco
Georgia
$262K -$273K -7,150 -51%
Wells Fargo
30
Wells Fargo
California
$257K -$31K -812 -11%
LI
31
Lafayette Investments
Maryland
$250K +$2.21K +58 +0.9%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$182K +$120K +3,143 +200%
Morgan Stanley
33
Morgan Stanley
New York
$149K -$104K -2,715 -41%
KTC
34
Kistler-Tiffany Companies
Pennsylvania
$79K – – –
CAL
35
Capital Advisors Ltd
Ohio
$57K – – –
MRCM
36
M&R Capital Management
New Jersey
$41K -$49.6K -1,300 -55%
Huntington National Bank
37
Huntington National Bank
Ohio
$32K +$31.9K +836 New
Ladenburg Thalmann Financial Services
38
Ladenburg Thalmann Financial Services
Florida
$26K – – –
Creative Planning
39
Creative Planning
Kansas
$25K – – –
CB
40
Community Bank
New York
$11K – – –
IFP Advisors
41
IFP Advisors
Florida
$11K – – –
First Manhattan
42
First Manhattan
New York
$9K – – –
DSC
43
Duncker Streett & Co
Missouri
$6K – – –
Geneos Wealth Management
44
Geneos Wealth Management
Colorado
$4K – – –
Advisor Group
45
Advisor Group
Arizona
$3K – – –
SEI Investments
46
SEI Investments
Pennsylvania
$3K +$2.75K +72 New
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
RFA
48
Reilly Financial Advisors
California
$1K – – –
LCM
49
Landscape Capital Management
New Jersey
– -$2.73M -75,453 Closed
LPL Financial
50
LPL Financial
California
– -$324K -8,668 Closed