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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$557K -$250K -5,410 -31%
Ameriprise
27
Ameriprise
Minnesota
$533K +$539K +11,653 New
EPW
28
Evolve Private Wealth
California
$522K +$528K +11,411 New
CICI
29
Capital Investment Counsel Inc
North Carolina
$412K -$47.1K -1,018 -10%
Osaic Holdings
30
Osaic Holdings
Arizona
$401K -$122K -2,631 -23%
SAM
31
Silvercrest Asset Management
New York
$357K
UBS Group
32
UBS Group
Switzerland
$326K -$218K -4,725 -40%
PAG
33
Private Advisor Group
New Jersey
$312K -$21.1K -456 -6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$308K
UFA
35
Uptown Financial Advisors
Texas
$276K +$279K +6,042 New
CSP
36
Cary Street Partners
Virginia
$273K +$52.2K +1,128 +23%
NA
37
NewEdge Advisors
Louisiana
$271K -$65.2K -1,411 -19%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$240K +$242K +5,243 New
PWMA
39
Pension & Wealth Management Advisors
Massachusetts
$231K +$3.1K +67 +1%
WAM
40
Wolverine Asset Management
Illinois
$199K +$201K +4,341 New
CA
41
Cornerstone Advisors
North Carolina
$168K -$649K -14,031 -79%
AF
42
Align Financial
Minnesota
$153K +$7.08M +153,093 New
AssetMark Inc
43
AssetMark Inc
California
$142K
Jones Financial Companies
44
Jones Financial Companies
Missouri
$134K +$11.7K +254 +9%
CT
45
Colonial Trust
South Carolina
$119K +$2.13K +46 +2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$119K +$120K +2,603 New
KAS
47
Kestra Advisory Services
Texas
$85.2K +$86.1K +1,863 New
MCM
48
Manchester Capital Management
Vermont
$67.7K +$68.4K +1,480 New
SIS
49
Sound Income Strategies
Florida
$62.5K
JP Morgan Chase
50
JP Morgan Chase
New York
$60.3K -$18.8K -407 -24%