SOR
Source Capital
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| DKM Wealth Management, Inc. Dkm Wealth Management, Inc. | $14.4M | 313.1K | 9.41% | +3.9% |
| D.A. DAVIDSON & CO. D.A. Davidson & Co. | $7.7M | 166.9K | 0.04% | -1.4% |
| Shaker Financial Services, LLC Shaker Financial Services, Llc | $7.1M | 154.0K | 2.22% | +409.7% |
| DIVERSIFIED MANAGEMENT INC Diversified Management Inc | $5.6M | 121.3K | 1.19% | +2.8% |
| Hara Capital LLC Hara Capital Llc | $4.6M | 99.6K | 2.41% | +53.8% |
| MORGAN STANLEY Morgan Stanley | $4.2M | 90.9K | 0.00% | +0.6% |
| FIRST TRUST ADVISORS LP First Trust Advisors Lp | $3.5M | 75.6K | 0.00% | +1.4% |
| Mesirow Financial Investment Management, Inc. Mesirow Financial Investment Management, Inc. | $3.5M | 75.4K | 0.05% | +0.1% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $3.1M | 67.5K | 0.00% | -1.2% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $2.7M | 58.0K | 0.00% | -1.6% |
| Invesco Ltd. Invesco Ltd. | $1.6M | 34.0K | 0.00% | +6.4% |
| Smith Asset Management Co., LLC Smith Asset Management Co., Llc | $1.3M | 28.1K | 1.01% | -0.6% |
| Hennion & Walsh Asset Management, Inc. Hennion & Walsh Asset Management, Inc. | $1.2M | 26.0K | 0.03% | -19.4% |
| US BANCORP \DE\ Us Bancorp \De\ | $1.1M | 24.8K | 0.00% | Unchanged |
| Keating Financial Advisory Services, Inc. Keating Financial Advisory Services, Inc. | $1M | 22.8K | 0.14% | -44.8% |
| LPL Financial LLC Lpl Financial Llc | $966K | 21.0K | 0.00% | -1.4% |
| &PARTNERS Wiley Bros.-Aintree Capital, Llc | $726K | 15.8K | 0.00% | +6.2% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $695K | 15.1K | 0.00% | +121.2% |
| Chemistry Wealth Management LLC Chemistry Wealth Management Llc | $652K | 14.2K | 0.10% | -9.6% |
| Baltimore-Washington Financial Advisors, Inc. Baltimore-Washington Financial Advisors, Inc. | $647K | 14.1K | 0.02% | -5.9% |
| BANK OF AMERICA CORP /DE/ Bank Of America | $645K | 14.0K | 0.00% | +0.7% |
| PECAUT & CO. Pecaut & Co. | $625K | 13.6K | 0.19% | +1.1% |
| READYSTATE ASSET MANAGEMENT LP Readystate Asset Management Lp | $565K | 12.3K | 0.02% | New Position |
| AE Wealth Management LLC Ae Wealth Management Llc | $541K | 11.8K | 0.00% | New Position |
| NWF Advisory Services Inc. Nwf Advisory Services Inc. | $540K | 11.8K | 0.05% | -1.5% |
| EVOLVE PRIVATE WEALTH, LLC Evolve Private Wealth, Llc | $490K | 10.7K | 0.03% | -6.2% |
| Pinnacle Financial Partners, Inc. Pinnacle Financial Partners, Inc. | $475K | 10.3K | 0.00% | +105.4% |
| CARY STREET PARTNERS FINANCIAL LLC Cary Street Partners Financial Llc | $451K | 9.8K | 0.01% | -48.8% |
| Capital Investment Counsel, Inc Capital Investment Counsel, Inc | $414K | 9.0K | 0.04% | Unchanged |
| Private Advisor Group, LLC Private Advisor Group, Llc | $367K | 8.0K | 0.00% | +16.7% |
| Janney Montgomery Scott LLC Janney Montgomery Scott Llc | $340K | 7.4K | 0.00% | +0.7% |
| Cetera Investment Advisers Cetera Investment Advisers | $290K | 6.3K | 0.00% | +15.1% |
| UBS Group AG Ubs Group Ag | $256K | 5.6K | 0.00% | -18.3% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. Pension & Wealth Management Advisors, Inc. | $238K | 5.2K | 0.06% | +1.4% |
| NewEdge Advisors, LLC Newedge Advisors, Llc | $235K | 5.1K | 0.00% | New Position |
| Beacon Pointe Advisors, LLC Beacon Pointe Advisors, Llc | $215K | 4.7K | 0.00% | New Position |
| ASSETMARK, INC Assetmark, Inc | $165K | 3.6K | 0.00% | Unchanged |
| Align Financial, LLC Align Financial, Llc | $154K | 3.3K | 0.08% | Unchanged |
| JONES FINANCIAL COMPANIES LLLP Jones Financial Companies Lllp | $124K | 2.8K | 0.00% | Unchanged |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $83K | 1.8K | 0.00% | -85.7% |
| Crossingbridge Advisors, LLC Crossingbridge Advisors, Llc | $78K | 1.7K | 0.01% | New Position |
| AlphaCentric Advisors LLC Alphacentric Advisors Llc | $78K | 1.7K | 0.07% | New Position |
| Manchester Capital Management LLC Manchester Capital Management Llc | $70K | 1.5K | 0.01% | +1.3% |
| Key Capital Management, INC Key Capital Management, Inc | $60K | 1.3K | 0.03% | New Position |
| LANARK FINANCIAL, INC. Nbc Securities, Inc. | $51K | 1.1K | 0.00% | +1.0% |
| PNC FINANCIAL SERVICES GROUP, INC. Pnc Financial Services Group, Inc. | $46K | 1.0K | 0.00% | Unchanged |
| WOLVERINE ASSET MANAGEMENT LLC Wolverine Asset Management Llc | $44K | 965 | 0.00% | -31.0% |
| Rockefeller Capital Management L.P. Rockefeller Capital Management L.P. | $42K | 913 | 0.00% | +73.9% |
| WHI TRUST Co LLC Whi Trust Co Llc | $42K | 912 | 0.03% | Unchanged |
| JPMORGAN CHASE & CO Jpmorgan Chase | $33K | 717 | 0.00% | New Position |