We are live on ! Find out more
SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
26
Mraz Amerine & Associates
California
$396K -$31.9K -750 -8%
SAM
27
Silvercrest Asset Management
New York
$345K
GC
28
Guggenheim Capital
Illinois
$332K -$213 -5 -0.1%
NA
29
NewEdge Advisors
Louisiana
$332K +$11.5K +271 +4%
OIA
30
OneDigital Investment Advisors
Kansas
$249K +$239K +5,629 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$239K -$6.04K -142 -3%
LWL
32
Leo Wealth LLC
Texas
$233K +$3.27K +77 +1%
PWMA
33
Pension & Wealth Management Advisors
Massachusetts
$211K +$203K +4,771 New
Osaic Holdings
34
Osaic Holdings
Arizona
$210K -$8.38K -197 -4%
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$207K +$199K +4,686 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$203K -$734K -17,271 -79%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$201K -$9.35K -220 -5%
SFS
38
Shaker Financial Services
Virginia
$200K -$1.2M -28,308 -86%
CT
39
Colonial Trust
South Carolina
$106K +$1.49K +35 +1%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$78.5K -$86.5K -2,035 -53%
Lazard Asset Management
41
Lazard Asset Management
New York
$48K
NS
42
NBC Securities
Alabama
$42K +$213 +5 +0.5%
CFB
43
Cullen/Frost Bankers
Texas
$38K -$1.15K -27 -3%
EFP
44
EnRich Financial Partners
Wisconsin
$27.9K
IAIM
45
International Assets Investment Management
Florida
$21.9K +$21K +495 New
SPIA
46
Steward Partners Investment Advisory
New York
$8.85K +$8.5K +200 New
SWM
47
Spire Wealth Management
Virginia
$8.85K +$8.5K +200 New
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
$7.61K
MG
49
Mather Group
Illinois
$7.39K
VWM
50
Venturi Wealth Management
Texas
$3.32K