Want to track SOR and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Source Capital Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Stram Marino, Stram & Associates LLC | 916 | $37,336.16 | $41,210.84 | $3,874.68 | 10.38% |
| JR Jennifer Rouse Summitry LLC | 131,776 | $7.77M | $5.93M | -$1.84M | -23.71% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,564 | $564,425.44 | $615,466.5 | $51,041.06 | 9.04% |
| CC Cheung Chan Chemistry Wealth Management LLC | 14,191 | $589,068.41 | $643,774.71 | $54,706.3 | 9.29% |
 Robert Glass AlphaCentric Advisors LLC | 1,700 | $77,435 | $77,137.5 | -$297.5 | -0.38% |
 Rob Dainard Hara Capital LLC | 99,565 | $4.36M | $4.52M | $157,984.74 | 3.62% |
 Heather Scully NWF Advisory Services Inc. | 11,751 | $487,766.82 | $529,394.3 | $41,627.48 | 8.53% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 318,676 | $13.91M | $14.34M | $431,235.55 | 3.1% |
 Benjamin S. Smith Smith Asset Management Co LLC | 28,062 | $1.17M | $1.25M | $86,962.08 | 7.45% |
2026 © Marketlog. All Rights Reserved.
