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Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $195K | +$11.4K | +254 | +6% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $167K | -$15.2K | -339 | -8% |
|
28
Wolverine Asset Management
Chicago,
Illinois
| $81K | +$30.1K | +670 | +59% |
|
29
First Manhattan
New York
| $70K | – | – | – |
|
30
Lazard Asset Management
New York
| $55K | – | – | – |
|
31
Citigroup
New York
| $46K | +$180 | +4 | +0.4% |
|
32
US Bancorp
Minneapolis,
Minnesota
| $33K | – | – | – |
|
33
JP Morgan Chase
New York
| $30K | +$29.2K | +650 | New |
|
34
Bogart Wealth LLC
Mclean,
Virginia
| $9K | +$8.53K | +190 | New |
|
|
HFA
35
HC Financial Advisors
Lafayette,
California
| $8K | – | – | – |
|
36
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
|
FF
37
FourThought Financial
Venice,
Florida
| $4K | – | – | – |
|
|
JFGIW
38
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | – | – | – |
|
|
BI
39
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$9.69M | -221,586 | Closed |
|
|
RCM
40
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$5.07M | -115,867 | Closed |
|