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Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
First Manhattan
New York
| $54K | – | – | – |
|
27
Lazard Asset Management
New York
| $38K | – | – | – |
|
28
Rockefeller Capital Management
New York
| $18K | – | – | – |
|
|
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $18K | +$18.8K | +500 | New |
|
|
MTIC
30
Missouri Trust & Investment Company
Springfield,
Missouri
| $4K | – | – | – |
|
|
FF
31
FourThought Financial
Venice,
Florida
| $3K | +$3.46K | +92 | New |
|
|
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1K | – | – | – |
|
|
NLP
33
Next Level Private
Harrison,
New York
| – | -$11.6M | -311,465 | Closed |
|
|
LGWM
34
Litman Gregory Wealth Management
Larkspur,
California
| – | -$5.28M | -141,447 | Closed |
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$801K | -21,444 | Closed |
|
36
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$365K | -9,784 | Closed |
|
37
LPL Financial
San Diego,
California
| – | -$219K | -5,864 | Closed |
|