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Source Capital
SOR
SOR
44.99
USD
-0.35
0.77%
At close
Updated
Oct 14, 4:00 PM EDT
Pre-market
After hours
1 day
-0.77%
5 days
0%
1 month
-2.53%
3 months
-2.13%
6 months
-3.33%
Year to date
-3.21%
1 year
-0.09%
5 years
-2.81%
10 years
25.22%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | – | – | – |
|
| 52 |
MRCM
52
M&R Capital Management
Summit,
New Jersey
| $2K | – | – | – |
|
| 53 |
53
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
| 54 |
RFA
54
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
| 55 |
55
Synovus Financial
Columbus,
Georgia
| $1K | – | – | – |
|
| 56 |
56
Geode Capital Management
Boston,
Massachusetts
| – | -$526K | -13,208 | Closed |
|
| 57 |
SRC
57
Stone Run Capital
New York
| – | -$204K | -5,102 | Closed |
|
| 58 |
SSB
58
Sandy Spring Bank
Olney,
Maryland
| – | -$53K | -1,322 | Closed |
|
| 59 |
59
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$17K | -432 | Closed |
|
| 60 |
DSC
60
Duncker Streett & Co
St. Louis,
Missouri
| – | -$14K | -350 | Closed |
|
| 61 |
LNB
61
Ledyard National Bank
| – | -$2K | -50 | Closed |
|