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SOR
Source Capital
SOR
SOR
47.00
USD
+0.45
0.97%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0.97%
5 days
1.49%
1 month
3.89%
3 months
3.5%
6 months
-1.96%
Year to date
1.12%
1 year
5.67%
5 years
1.58%
10 years
27.65%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Lazard Asset Management
New York
| $45K | -$5.87K | -140 | -11% |
|
| 27 |
27
Rockefeller Capital Management
New York
| $22K | +$22K | +525 | New |
|
| 28 |
HFA
28
HC Financial Advisors
Lafayette,
California
| $7K | – | – | – |
|
| 29 |
MTIC
29
Missouri Trust & Investment Company
Springfield,
Missouri
| $5K | – | – | – |
|
| 30 |
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | – | – | – |
|
| 31 |
31
Walleye Capital
New York
| – | -$455K | -10,535 | Closed |
|
| 32 |
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$252K | -5,822 | Closed |
|
| 33 |
CSPIA
33
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$235K | -5,450 | Closed |
|
| 34 |
WFS
34
Widmann Financial Services
Bowie,
Maryland
| – | -$25K | -600 | Closed |
|
| 35 |
CT
35
Caldwell Trust
Venice,
Florida
| – | -$10.8K | -250 | Closed |
|
| 36 |
CWS
36
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$10K | -234 | Closed |
|
| 37 |
FF
37
FourThought Financial
Venice,
Florida
| – | -$5K | -109 | Closed |
|