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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$315K +$306K +7,803 New
GC
27
Guggenheim Capital
Illinois
$305K -$6.48K -165 -2%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$273K -$62.7K -1,597 -19%
NA
29
NewEdge Advisors
Louisiana
$268K +$25.9K +659 +11%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$258K -$8.95K -228 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$251K -$4.16K -106 -2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$240K +$550 +14 +0.2%
Mariner
33
Mariner
Kansas
$237K +$231K +5,877 New
Osaic Holdings
34
Osaic Holdings
Arizona
$215K -$38.7K -987 -16%
BAM
35
Belpointe Asset Management
Nevada
$214K +$208K +5,301 New
LWL
36
Leo Wealth LLC
Texas
$206K +$200K +5,107 New
FSCM
37
Front Street Capital Management
Montana
$123K +$119K +3,038 New
CT
38
Colonial Trust
South Carolina
$93.4K +$1.45K +37 +2%
Lazard Asset Management
39
Lazard Asset Management
New York
$43K
NS
40
NBC Securities
Alabama
$38K +$353 +9 +1%
CFB
41
Cullen/Frost Bankers
Texas
$35.8K +$34.8K +886 New
UBS Group
42
UBS Group
Switzerland
$15.7K -$3.89K -99 -20%
SWM
43
Spire Wealth Management
Virginia
$7.91K
VWM
44
Venturi Wealth Management
Texas
$3.03K +$2.94K +75 New
SCM
45
Saba Capital Management
New York
-$970K -25,137 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
-$680K -17,629 Closed
CL
47
CSS LLC
Illinois
-$423K -10,959 Closed
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
-$145K -3,750 Closed
EC
49
Elequin Capital
New York
-$3.94K -102 Closed
CCP
50
Carmel Capital Partners
California
-$3.86K -100 Closed