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Source Capital
SOR
SOR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
52
Synovus Financial
Columbus,
Georgia
| $1K | +$73 | +2 | +10% |
|
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$586K | -14,595 | Closed |
|
54
Curi RMB Capital
Chicago,
Illinois
| – | -$488K | -12,150 | Closed |
|
|
DA
55
Doliver Advisors
Houston,
Texas
| – | -$410K | -10,191 | Closed |
|
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$318K | -7,917 | Closed |
|
|
AFG
57
Albion Financial Group
Salt Lake City,
Utah
| – | -$251K | -6,240 | Closed |
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$206K | -5,123 | Closed |
|
59
UBS AM
Chicago,
Illinois
| – | -$84.4K | -2,100 | Closed |
|
|
CAL
60
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$20K | -508 | Closed |
|
61
IFP Advisors
Tampa,
Florida
| – | -$11K | -280 | Closed |
|