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SOR
Source Capital
SOR
SOR
47.00
USD
+0.45
0.97%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0.97%
5 days
1.49%
1 month
3.89%
3 months
3.5%
6 months
-1.96%
Year to date
1.12%
1 year
5.67%
5 years
1.58%
10 years
27.65%
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 |
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
| 52 |
SF
52
Synovus Financial
Columbus,
Georgia
| $1K | +$73 | +2 | +10% |
|
| 53 |
WAM
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$586K | -14,595 | Closed |
|
| 54 |
CRC
54
Curi RMB Capital
Chicago,
Illinois
| – | -$488K | -12,150 | Closed |
|
| 55 |
DA
55
Doliver Advisors
Houston,
Texas
| – | -$410K | -10,191 | Closed |
|
| 56 |
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$318K | -7,917 | Closed |
|
| 57 |
AFG
57
Albion Financial Group
Salt Lake City,
Utah
| – | -$251K | -6,240 | Closed |
|
| 58 |
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$206K | -5,123 | Closed |
|
| 59 |
59
UBS AM
Chicago,
Illinois
| – | -$84.4K | -2,100 | Closed |
|
| 60 |
CAL
60
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$20K | -508 | Closed |
|
| 61 |
IA
61
IFP Advisors
Tampa,
Florida
| – | -$11K | -280 | Closed |
|