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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$319K -$2K -49 -0.6%
LCM
27
Landscape Capital Management
New Jersey
$315K +$303K +7,423 New
NA
28
NewEdge Advisors
Louisiana
$307K +$19K +467 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$250K -$12.6K -309 -5%
Mariner
30
Mariner
Kansas
$250K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$235K -$16K -392 -7%
BAM
32
Belpointe Asset Management
Nevada
$229K +$3.39K +83 +2%
LWL
33
Leo Wealth LLC
Texas
$220K +$3.18K +78 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$210K -$15.7K -386 -7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$203K -$66.5K -1,630 -25%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$162K -$121K -2,963 -44%
CT
37
Colonial Trust
South Carolina
$100K +$1.92K +47 +2%
Lazard Asset Management
38
Lazard Asset Management
New York
$46K
NS
39
NBC Securities
Alabama
$41K +$245 +6 +0.6%
CFB
40
Cullen/Frost Bankers
Texas
$37.6K
EFP
41
EnRich Financial Partners
Wisconsin
$26.8K +$25.7K +630 New
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.4K +$13.8K +339 New
GJWM
43
Gilliland Jeter Wealth Management
Arkansas
$7.31K +$7.02K +172 New
MG
44
Mather Group
Illinois
$7.02K +$7.1K +174 New
VWM
45
Venturi Wealth Management
Texas
$3.19K
BWFA
46
Baltimore-Washington Financial Advisors
Maryland
-$604K -14,955 Closed
AA
47
AQR Arbitrage
Connecticut
-$395K -9,778 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$376K -9,323 Closed
FSCM
49
Front Street Capital Management
Montana
-$123K -3,038 Closed
SWM
50
Spire Wealth Management
Virginia
-$7.91K -200 Closed