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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$292K +$3.99K +110 +1%
BS
27
Boenning & Scattergood
Pennsylvania
$281K +$1.02K +28 +0.4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$276K +$40.3K +1,109 +17%
Walleye Trading
29
Walleye Trading
New York
$267K -$7.26K -200 -3%
Walleye Capital
30
Walleye Capital
New York
$263K +$261K +7,200 New
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$237K
MC
32
Matisse Capital
Oregon
$220K
DA
33
Doliver Advisors
Texas
$201K +$200K +5,509 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$161K +$26.4K +728 +20%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$142K
QCIG
36
Quad-Cities Investment Group
Iowa
$118K +$871 +24 +0.7%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$81K +$24.4K +671 +43%
SBL
38
Sargent Bickham Lagudis
Colorado
$59K
DWM
39
Destination Wealth Management
California
$45K
Citigroup
40
Citigroup
New York
$36K +$73 +2 +0.2%
PCG
41
Private Capital Group
Connecticut
$29K
US Bancorp
42
US Bancorp
Minnesota
$26K -$21.8K -600 -46%
First Manhattan
43
First Manhattan
New York
$9K
AG
44
Advisor Group
Arizona
$4K
GWM
45
Geneos Wealth Management
Colorado
$4K
JP Morgan Chase
46
JP Morgan Chase
New York
$4K +$4.21K +116 New
MRCM
47
M&R Capital Management
New Jersey
$2K
GRP
48
Global Retirement Partners
California
$1K
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
RFA
50
Reilly Financial Advisors
California
$1K