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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 |
NFG
51
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$341K | -7,834 | Closed |
|
| 52 |
SAM
52
Silvercrest Asset Management
New York
| – | -$339K | -7,803 | Closed |
|
| 53 |
GC
53
Guggenheim Capital
Chicago,
Illinois
| – | -$314K | -7,217 | Closed |
|
| 54 |
CSP
54
Cary Street Partners
Richmond,
Virginia
| – | -$242K | -5,556 | Closed |
|
| 55 |
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$30.4K | -700 | Closed |
|
| 56 |
CTA
56
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$13K | -300 | Closed |
|
| 57 |
EC
57
Elequin Capital
New York
| – | -$9.79K | -225 | Closed |
|
| 58 |
SWM
58
Spire Wealth Management
Mclean,
Virginia
| – | -$8.7K | -200 | Closed |
|
| 59 |
VWM
59
Venturi Wealth Management
Austin,
Texas
| – | -$3.26K | -75 | Closed |
|
| 60 |
OPTFSNA
60
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$1.78K | -41 | Closed |
|