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Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Steward Partners Investment Advisory
New York
| $141K | +$147K | +3,775 | New |
|
27
UBS Group
Zurich,
Switzerland
| $120K | -$20.9K | -537 | -14% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | -$10.9K | -281 | -12% |
|
29
First Manhattan
New York
| $57K | – | – | – |
|
30
Lazard Asset Management
New York
| $40K | – | – | – |
|
31
Rockefeller Capital Management
New York
| $19K | – | – | – |
|
|
HFA
32
HC Financial Advisors
Lafayette,
California
| $6K | – | – | – |
|
|
MTIC
33
Missouri Trust & Investment Company
Springfield,
Missouri
| $4K | – | – | – |
|
|
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1K | – | – | – |
|
35
HighTower Advisors
Chicago,
Illinois
| – | -$202K | -4,740 | Closed |
|
36
Jones Financial Companies
Des Peres,
Missouri
| – | -$145K | -3,450 | Closed |
|