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
$4.8M +$8.56K +127 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$3.38M +$349K +5,175 +12%
MAA
3
Mraz Amerine & Associates
California
$2.73M +$126K +1,875 +5%
SFS
4
Shaker Financial Services
Virginia
$2.34M +$1.25M +18,539 +120%
First Trust Advisors
5
First Trust Advisors
Illinois
$2.12M +$194K +2,873 +10%
RJA
6
Raymond James & Associates
Florida
$1.83M -$9.36K -139 -0.5%
Goldman Sachs
7
Goldman Sachs
New York
$1.76M +$142K +2,111 +9%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$1.62M
CAN
9
Cetera Advisor Networks
California
$1.39M -$90.9K -1,350 -6%
SRC
10
Stone Run Capital
New York
$1.04M
U
11
UBS
Switzerland
$1.04M +$104K +1,544 +11%
DADC
12
D.A. Davidson & Co
Montana
$843K +$13.7K +204 +2%
LPL Financial
13
LPL Financial
California
$727K +$12.3K +182 +2%
HFS
14
HL Financial Services
Kentucky
$686K
Bank of America
15
Bank of America
North Carolina
$685K -$64.1K -952 -9%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$678K +$674K +10,000 New
CCM
17
Cohen Capital Management
California
$658K
FFA
18
First Foundation Advisors
California
$602K -$17.4K -258 -3%
B
19
Baird
Wisconsin
$557K +$40.1K +595 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$529K -$435K -6,457 -46%
TC
21
TFS Capital
Pennsylvania
$439K +$431K +6,397 New
LI
22
Lafayette Investments
Maryland
$378K +$4.24K +63 +1%
KFS
23
KMS Financial Services
Washington
$351K +$344K +5,109 New
NL
24
NWAM LLC
Washington
$344K +$337K +5,006 New
SG Americas Securities
25
SG Americas Securities
New York
$338K -$250K -3,714 -43%