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SOR
Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $32.2K | +$22.9K | +500 | +250% |
|
|
IAIM
52
International Assets Investment Management
Orlando,
Florida
| $22.9K | +$22.6K | +495 | New |
|
|
MG
53
Mather Group
Chicago,
Illinois
| $10.7K | – | – | – |
|
|
CCWM
54
Cassaday & Co Wealth Management
Mclean,
Virginia
| $920 | – | – | – |
|
55
Russell Investments Group
London,
United Kingdom
| $138 | – | – | – |
|
|
CT
56
Colonial Trust
Spartanburg,
South Carolina
| $4 | -$121K | -2,642 | Closed |
|
|
SAM
57
Silvercrest Asset Management
New York
| – | -$361K | -7,803 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$200K | -4,319 | Closed |
|
|
SIS
59
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$60.3K | -1,308 | Closed |
|
|
AF
60
Advisornet Financial
Minnetonka,
Minnesota
| – | -$31K | -669 | Closed |
|
|
MCM
61
MAI Capital Management
Independence,
Ohio
| – | -$23.6K | -510 | Closed |
|
|
AF
62
Allworth Financial
Folsom,
California
| – | -$1.85K | -40 | Closed |
|