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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$414K -$11K -251 -3%
NFG
27
Nations Financial Group
Iowa
$369K -$35.1K -801 -9%
MAA
28
Mraz Amerine & Associates
California
$359K -$38K -867 -10%
SAM
29
Silvercrest Asset Management
New York
$347K
GC
30
Guggenheim Capital
Illinois
$324K -$10.5K -240 -3%
WWP
31
Waypoint Wealth Partners
California
$319K +$314K +7,154 New
NA
32
NewEdge Advisors
Louisiana
$313K -$20.5K -468 -6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$263K +$22.2K +507 +9%
Osaic Holdings
34
Osaic Holdings
Arizona
$253K +$40.8K +931 +20%
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$240K +$30.7K +700 +15%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$228K +$25K +571 +13%
PWMA
37
Pension & Wealth Management Advisors
Massachusetts
$212K
CT
38
Colonial Trust
South Carolina
$108K +$1.45K +33 +1%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$48.2K -$30.3K -691 -39%
Lazard Asset Management
40
Lazard Asset Management
New York
$48K
NS
41
NBC Securities
Alabama
$43K +$263 +6 +0.6%
CFB
42
Cullen/Frost Bankers
Texas
$38.2K
EFP
43
EnRich Financial Partners
Wisconsin
$28.1K
IAIM
44
International Assets Investment Management
Florida
$22K
WAM
45
Wolverine Asset Management
Illinois
$17.3K +$17.1K +389 New
SWM
46
Spire Wealth Management
Virginia
$8.91K
SPIA
47
Steward Partners Investment Advisory
New York
$8.9K
MG
48
Mather Group
Illinois
$7.74K
GJWM
49
Gilliland Jeter Wealth Management
Arkansas
$7.66K
VWM
50
Venturi Wealth Management
Texas
$3.34K