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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$256K +$186K +4,887 +259%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$255K +$257K +6,751 New
Osaic Holdings
28
Osaic Holdings
Arizona
$250K -$24.2K -637 -9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$231K +$228 +6 +0.1%
SPIA
30
Steward Partners Investment Advisory
New York
$159K -$32.4K -850 -17%
UBS Group
31
UBS Group
Switzerland
$117K -$71.5K -1,879 -38%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$100K
BAM
33
Belpointe Asset Management
Nevada
$95.8K +$43.9K +1,152 +83%
CT
34
Colonial Trust
South Carolina
$83.5K +$761 +20 +0.9%
First Manhattan
35
First Manhattan
New York
$48.9K -$9.52K -250 -16%
Lazard Asset Management
36
Lazard Asset Management
New York
$41K
NA
37
NewEdge Advisors
Louisiana
$29.3K -$172K -4,525 -85%
EC
38
Elequin Capital
New York
$19.6K -$8.26K -217 -29%
SWM
39
Spire Wealth Management
Virginia
$7.56K +$7.61K +200 New
AAS
40
Ameritas Advisory Services
Nebraska
$4.44K +$4.57K +120 New
MTIC
41
Missouri Trust & Investment Company
Missouri
$4.38K
CCP
42
Carmel Capital Partners
California
$3.78K +$3.81K +100 New
JP Morgan Chase
43
JP Morgan Chase
New York
$2K +$2.02K +53 New
GA
44
GraniteShares Advisors
New York
-$2.37M -61,211 Closed
EW
45
Evoke Wealth
California
-$211K -5,450 Closed
LAM
46
Lakewood Asset Management
Illinois
-$161K -4,156 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
-$20K -525 Closed