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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$268K +$73.6K +1,782 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$225K +$4.42K +107 +2%
RJA
28
Raymond James & Associates
Florida
$207K +$214K +5,192 New
SRC
29
Stone Run Capital
New York
$204K +$211K +5,102 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$183K +$41.7K +1,011 +28%
SPIA
31
Steward Partners Investment Advisory
New York
$79K
Citigroup
32
Citigroup
New York
$72K +$41 +1 +0.1%
RFC
33
Regions Financial Corp
Alabama
$60K
CAL
34
Capital Advisors Ltd
Ohio
$59K
KTC
35
Kistler-Tiffany Companies
Pennsylvania
$54K
SSB
36
Sandy Spring Bank
Maryland
$53K +$54.6K +1,322 New
DWM
37
Destination Wealth Management
California
$35K +$11.9K +288 New
PCG
38
Private Capital Group
Connecticut
$29K +$30.2K +732 New
US Bancorp
39
US Bancorp
Minnesota
$28K +$28.9K +700 New
MGIA
40
Moneta Group Investment Advisors
Missouri
$17K +$17.8K +432 New
DSC
41
Duncker Streett & Co
Missouri
$14K +$14.4K +350 New
IA
42
IFP Advisors
Florida
$11K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$10K
First Manhattan
44
First Manhattan
New York
$9K
SWM
45
SeaCrest Wealth Management
New York
$8K
TRCT
46
Tower Research Capital (TRC)
New York
$8K +$8.26K +200 New
FMB
47
Field & Main Bank
Kentucky
$4K
GWM
48
Geneos Wealth Management
Colorado
$4K
AG
49
Advisor Group
Arizona
$3K
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K