Source Capital, Inc.
SOR · NYSE
Filings54
Total reported value$62.2M
| Manager | Shares | Value | Change |
|---|---|---|---|
| DKM Wealth Management, Inc. | 285.6K | $13.2M | +1.4% |
| D.A. DAVIDSON & CO. | 170.1K | $7.9M | -1.2% |
| Hara Capital LLC | 109.3K | $5.0M | +1.6% |
| MORGAN STANLEY | 88.9K | $4.1M | +7.6% |
| Mesirow Financial Investment Management, Inc. | 77.3K | $3.6M | +0.1% |
| FIRST TRUST ADVISORS LP | 72.9K | $3.4M | +4.9% |
| WELLS FARGO & COMPANY/MN | 55.9K | $2.6M | +1.2% |
| RAYMOND JAMES FINANCIAL INC | 45.6K | $2.1M | -1.0% |
| Hennion & Walsh Asset Management, Inc. | 32.8K | $1.5M | -0.9% |
| Anchor Investment Management, LLC | 31.4K | $1.4M | -3.0% |
| Smith Asset Management Co., LLC | 28.1K | $1.3M | +0.2% |
| Invesco Ltd. | 27.6K | $1.3M | +5.8% |
| Chemistry Wealth Management LLC | 25.1K | $1.2M | -1,824.7% |
| US BANCORP \DE\ | 24.8K | $1.1M | 0.0% |
| LPL Financial LLC | 18.9K | $874.5K | +19.0% |
| ENVESTNET ASSET MANAGEMENT INC | 18.3K | $845.9K | -1.6% |
| Baltimore-Washington Financial Advisors, Inc. | 18K | $829.0K | +14.3% |
| Cornerstone Advisors, LLC | 17.7K | $817.3K | +4.1% |
| NWF Advisory Services Inc. | 17.6K | $811.4K | -10.2% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 16.6K | $768.5K | +6.8% |
| PARK AVENUE SECURITIES LLC | 15.7K | $726.0K | -4.4% |
| BANK OF AMERICA CORP /DE/ | 15.2K | $699.6K | -186.2% |
| ROYAL BANK OF CANADA | 13.8K | $636.6K | +1.6% |
| PECAUT & CO. | 13.2K | $607.8K | -13.9% |
| UBS Group AG | 11.9K | $547.3K | -0.3% |
| ADVISOR GROUP HOLDINGS, INC. | 11.4K | $526.0K | -3.8% |
| Capital Investment Counsel, Inc | 10K | $462.5K | +50.0% |
| Shaker Financial Services, LLC | 9.3K | $427.1K | +121.8% |
| Beacon Pointe Advisors, LLC | 8.2K | $376.4K | +50.0% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.8K | $360.3K | +50.0% |
| NewEdge Advisors, LLC | 7.3K | $338.6K | +3.9% |
| Private Advisor Group, LLC | 7.3K | $335.9K | +0.3% |
| Janney Montgomery Scott LLC | 6.7K | $311.1K | +10.9% |
| EverSource Wealth Advisors, LLC | 4.9K | $227.0K | +50.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 4.8K | $223.3K | +50.0% |
| Mraz, Amerine & Associates, Inc. | 4.7K | $215.5K | -12.1% |
| ASSETMARK, INC | 3.1K | $142.8K | +26.4% |
| JONES FINANCIAL COMPANIES LLLP | 2.7K | $123.7K | +6.9% |
| JPMORGAN CHASE & CO | 1.7K | $79.6K | +19.1% |
| Sound Income Strategies, LLC | 1.3K | $60.4K | +50.0% |
| NBC SECURITIES, INC. | 1.1K | $50.4K | +9.1% |
| Rockefeller Capital Management L.P. | 525 | $24.2K | +50.0% |
| MAI Capital Management | 510 | $23.5K | 0.0% |
| CX Institutional | 378 | $17.5K | +50.0% |
| MATHER GROUP, LLC. | 234 | $10.8K | +50.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | $9.2K | 0.0% |
| PRINCIPAL SECURITIES, INC. | 116 | $5.4K | 0.0% |
| CWM, LLC | 67 | $3.1K | 0.0% |
| HIGHLINE WEALTH PARTNERS LLC | 60 | $2.8K | +50.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | 50 | $2.3K | 0.0% |
| READYSTATE ASSET MANAGEMENT LP | 0 | $0.0 | +100.0% |
| LAZARD ASSET MANAGEMENT LLC | 0 | $0.0 | +100.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 0 | $0.0 | +100.0% |
| Steward Partners Investment Advisory, LLC | 0 | $0.0 | +100.0% |