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SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
26
Evolve Private Wealth
California
$526K -$2.14K -45 -0.4%
CICI
27
Capital Investment Counsel Inc
North Carolina
$417K
SAM
28
Silvercrest Asset Management
New York
$361K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$340K +$28.5K +600 +9%
PAG
30
Private Advisor Group
New Jersey
$317K +$902 +19 +0.3%
Osaic Holdings
31
Osaic Holdings
Arizona
$317K -$91.5K -1,928 -22%
UBS Group
32
UBS Group
Switzerland
$315K -$15.5K -327 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$254K +$11.2K +235 +4%
NA
34
NewEdge Advisors
Louisiana
$240K -$35.3K -744 -13%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
$237K +$3.18K +67 +1%
PFPG
36
Pinnacle Financial Partners (Georgia)
Georgia
$233K +$239K +5,032 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$200K +$205K +4,319 New
AssetMark Inc
38
AssetMark Inc
California
$166K +$23.4K +493 +16%
AF
39
Align Financial
Minnesota
$155K -$7.11M -149,747 -98%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$123K -$7.97K -168 -6%
CT
41
Colonial Trust
South Carolina
$122K +$1.61K +34 +1%
MCM
42
Manchester Capital Management
Vermont
$69.5K +$949 +20 +1%
WAM
43
Wolverine Asset Management
Illinois
$64.8K -$140K -2,942 -68%
SIS
44
Sound Income Strategies
Florida
$60.3K
JP Morgan Chase
45
JP Morgan Chase
New York
$58.7K
NS
46
NBC Securities
Alabama
$51K +$190 +4 +0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$46.3K +$45.1K +950 +1,900%
WT
48
WHI Trust
Illinois
$42.2K
AF
49
Advisornet Financial
Minnesota
$31K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$24.3K