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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CICI
26
Capital Investment Counsel Inc
North Carolina
$436K
PAG
27
Private Advisor Group
New Jersey
$377K -$29K -651 -7%
CWM
28
Congress Wealth Management
Massachusetts
$357K +$366K +8,218 New
NFG
29
Nations Financial Group
Iowa
$341K -$20K -449 -5%
SAM
30
Silvercrest Asset Management
New York
$339K
LPL Financial
31
LPL Financial
California
$323K -$83K -1,863 -20%
NA
32
NewEdge Advisors
Louisiana
$315K +$8.91K +200 +3%
GC
33
Guggenheim Capital
Illinois
$314K -$2.14K -48 -0.7%
WWP
34
Waypoint Wealth Partners
California
$311K
MAA
35
Mraz Amerine & Associates
California
$306K -$46.3K -1,040 -13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$257K +$312 +7 +0.1%
CSP
37
Cary Street Partners
Virginia
$242K +$247K +5,556 New
Osaic Holdings
38
Osaic Holdings
Arizona
$225K -$22.6K -507 -9%
PWMA
39
Pension & Wealth Management Advisors
Massachusetts
$207K
Jones Financial Companies
40
Jones Financial Companies
Missouri
$206K +$211K +4,748 New
CT
41
Colonial Trust
South Carolina
$107K +$1.56K +35 +1%
Lazard Asset Management
42
Lazard Asset Management
New York
$47K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$30.4K +$31.2K +700 New
MCM
44
MAI Capital Management
Ohio
$22.2K +$22.7K +510 New
AssetMark Inc
45
AssetMark Inc
California
$14.4K +$14.8K +332 New
CTA
46
Colonial Trust Advisors
South Carolina
$13K +$13.4K +300 New
EC
47
Elequin Capital
New York
$9.79K +$10K +225 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$8.7K -$39.3K -883 -82%
SWM
49
Spire Wealth Management
Virginia
$8.7K
SPIA
50
Steward Partners Investment Advisory
New York
$8.7K