We are live on ! Find out more
SOR

Source Capital

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
1
D.A. Davidson & Co
Montana
$6.13M +$490K +11,518 +9%
Morgan Stanley
2
Morgan Stanley
New York
$3.83M +$17.8K +418 +0.5%
HC
3
Hara Capital
Washington
$3.79M -$63.8K -1,500 -2%
CWM
4
Chemistry Wealth Management
New York
$3.49M -$971K -22,847 -22%
MFIM
5
Mesirow Financial Investment Management
Illinois
$3.36M +$27.2K +640 +0.9%
Wells Fargo
6
Wells Fargo
California
$3.05M -$39.9K -938 -1%
First Trust Advisors
7
First Trust Advisors
Illinois
$2.84M +$99.5K +2,341 +4%
RJA
8
Raymond James & Associates
Florida
$2.11M -$122K -2,859 -6%
Bank of America
9
Bank of America
North Carolina
$1.51M -$16.6K -390 -1%
AIM
10
Anchor Investment Management
South Carolina
$1.23M +$8.63K +203 +0.7%
US Bancorp
11
US Bancorp
Minnesota
$1.1M
PC
12
Pecaut & Co
Iowa
$1.01M -$893 -21 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$855K -$25K -588 -3%
PAS
14
Park Avenue Securities
New York
$752K -$25.6K -601 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$737K +$457K +10,755 +182%
Invesco
16
Invesco
Georgia
$709K +$247K +5,817 +57%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$704K +$9.74K +229 +1%
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$662K +$636K +14,955 New
UBS Group
19
UBS Group
Switzerland
$597K -$38.8K -913 -6%
SA
20
Sanctuary Advisors
Indiana
$583K +$598K +14,071 New
CICI
21
Capital Investment Counsel Inc
North Carolina
$443K -$21.3K -500 -5%
LPL Financial
22
LPL Financial
California
$422K +$58.5K +1,377 +17%
LSAG
23
Lake Street Advisors Group
New Hampshire
$417K +$400K +9,420 New
NFG
24
Nations Financial Group
Iowa
$402K -$45.3K -1,066 -11%
PAG
25
Private Advisor Group
New Jersey
$398K -$34.5K -812 -8%