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Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$177K -$7.64K -211 -4%
UBS Group
27
UBS Group
Switzerland
$172K -$15.5K -427 -8%
US Bancorp
28
US Bancorp
Minnesota
$52K – – –
Lazard Asset Management
29
Lazard Asset Management
New York
$45K – – –
Citigroup
30
Citigroup
New York
$37K +$72 +2 +0.2%
PCG
31
Private Capital Group
Connecticut
$27K – – –
First Manhattan
32
First Manhattan
New York
$9K – – –
HFA
33
HC Financial Advisors
California
$6K – – –
Whittier Trust
34
Whittier Trust
California
$4K +$3.62K +100 New
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
SFS
36
Shaker Financial Services
Virginia
– -$3.53M -106,605 Closed
CA
37
Cornerstone Advisors
North Carolina
– -$2.64M -79,733 Closed
TJHA
38
Thomas J. Herzfeld Advisors
Florida
– -$957K -26,689 Closed
Walleye Capital
39
Walleye Capital
New York
– -$544K -16,437 Closed
Curi RMB Capital
40
Curi RMB Capital
Illinois
– -$523K -15,809 Closed
SKK
41
Shepherd Kaplan Krochuk
Massachusetts
– -$441K -13,330 Closed
DA
42
Doliver Advisors
Texas
– -$386K -11,656 Closed
CCP
43
Clough Capital Partners
Massachusetts
– -$331K -10,000 Closed
Wolverine Asset Management
44
Wolverine Asset Management
Illinois
– -$276K -8,344 Closed
Walleye Trading
45
Walleye Trading
New York
– -$274K -8,268 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$213K -6,449 Closed
Cetera Advisor Networks
47
Cetera Advisor Networks
California
– -$110K -3,329 Closed
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
– -$30K -985 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -67 Closed
Private Advisor Group
50
Private Advisor Group
New Jersey
– -$2K -50 Closed