We are live on ! Find out more
SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.77M +$144K +2,284 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.34M +$394K +6,255 +20%
MAA
3
Mraz Amerine & Associates
California
$2.27M +$88.2K +1,400 +4%
RJA
4
Raymond James & Associates
Florida
$1.68M +$36K +572 +2%
Goldman Sachs
5
Goldman Sachs
New York
$1.59M -$43.5K -690 -3%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$1.57M
First Trust Advisors
7
First Trust Advisors
Illinois
$1.57M +$84.1K +1,334 +6%
CAN
8
Cetera Advisor Networks
California
$1.35M -$85.1K -1,350 -6%
SRC
9
Stone Run Capital
New York
$946K
U
10
UBS
Switzerland
$860K +$57.6K +914 +7%
SFS
11
Shaker Financial Services
Virginia
$856K +$868K +13,779 New
LPL Financial
12
LPL Financial
California
$688K +$19.8K +314 +3%
Bank of America
13
Bank of America
North Carolina
$682K -$4.03K -64 -0.6%
HFS
14
HL Financial Services
Kentucky
$657K -$6.3K -100 -0.9%
FFA
15
First Foundation Advisors
California
$626K -$18K -285 -3%
Ameriprise
16
Ameriprise
Minnesota
$620K +$3.46K +55 +0.6%
CCM
17
Cohen Capital Management
California
$595K
WAM
18
Wolverine Asset Management
Illinois
$475K +$482K +7,654 New
B
19
Baird
Wisconsin
$466K +$14.2K +225 +3%
LI
20
Lafayette Investments
Maryland
$334K +$4.03K +64 +1%
Comerica Bank
21
Comerica Bank
Texas
$311K
SG Americas Securities
22
SG Americas Securities
New York
$300K -$548K -8,700 -64%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$297K +$155K +2,462 +106%
DADC
24
D.A. Davidson & Co
Montana
$284K +$25.2K +400 +10%
Citigroup
25
Citigroup
New York
$282K +$151K +2,393 +111%