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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 |
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
| 52 |
HWP
52
Highline Wealth Partners
Sherman Oaks,
California
| $2.7K | +$2.65K | +60 | New |
|
| 53 |
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.25K | – | – | – |
|
| 54 |
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$576K | -13,285 | Closed |
|
| 55 |
RAM
55
Readystate Asset Management
Chicago,
Illinois
| – | -$231K | -5,318 | Closed |
|
| 56 |
56
Lazard Asset Management
New York
| – | -$47K | -1,087 | Closed |
|
| 57 |
GC
57
Garde Capital
Seattle,
Washington
| – | -$18.5K | -427 | Closed |
|
| 58 |
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$8.67K | -200 | Closed |
|