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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$576K +$556K +13,285 New
UBS Group
27
UBS Group
Switzerland
$515K -$1.17K -28 -0.2%
Osaic Holdings
28
Osaic Holdings
Arizona
$512K +$270K +6,445 +120%
PAG
29
Private Advisor Group
New Jersey
$315K -$9.59K -229 -3%
WWP
30
Waypoint Wealth Partners
California
$310K
NA
31
NewEdge Advisors
Louisiana
$305K -$8.38K -200 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$256K
RAM
33
Readystate Asset Management
Illinois
$231K +$223K +5,318 New
MAA
34
Mraz Amerine & Associates
California
$224K -$48.5K -1,159 -18%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
$213K +$2.97K +71 +1%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$107K +$37.8K +903 +57%
CT
37
Colonial Trust
South Carolina
$104K +$2.09K +50 +2%
AssetMark Inc
38
AssetMark Inc
California
$86K +$59.9K +1,430 +259%
JP Morgan Chase
39
JP Morgan Chase
New York
$57.1K
Lazard Asset Management
40
Lazard Asset Management
New York
$47K
NS
41
NBC Securities
Alabama
$42K +$251 +6 +0.6%
MCM
42
MAI Capital Management
Ohio
$22.1K
GC
43
Garde Capital
Washington
$18.5K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$8.67K
SPIA
45
Steward Partners Investment Advisory
New York
$8.67K
PS
46
Principal Securities
Iowa
$5.03K +$4.86K +116 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2.17K
CICI
49
Capital Investment Counsel Inc
North Carolina
-$416K -10,018 Closed
MG
50
Mather Group
Illinois
-$7.21K -174 Closed