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STEW-Symbol

SRH Total Return Fund
STEW

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
Principal Securities
26
Principal Securities
Iowa
2,8 Mio. $ +413.608 $ +23.421 +18 %
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
2,79 Mio. $ +2,72 Mio. $ +153.880 +8.952 %
Evolve Private Wealth
28
Evolve Private Wealth
California
2,62 Mio. $ -222.971 $ -12.626 -8 %
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
2,43 Mio. $ +61.703 $ +3.494 +3 %
AC
30
Almitas Capital
California
2,39 Mio. $ +300.533 $ +17.018 +15 %
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
2,3 Mio. $ -736.374 $ -41.698 -25 %
UHLMANN PRICE SECURITIES
32
UHLMANN PRICE SECURITIES
Illinois
2,05 Mio. $ +435.771 $ +24.676 +28 %
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
2 Mio. $ – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
1,9 Mio. $ -15.240 $ -863 -0,8 %
HighTower Advisors
35
HighTower Advisors
Illinois
1,85 Mio. $ -62.092 $ -3.516 -3 %
SouthState Corp
36
SouthState Corp
Florida
1,79 Mio. $ – – –
Park Avenue Securities
37
Park Avenue Securities
New York
1,72 Mio. $ -10.331 $ -585 -0,6 %
D.A. Davidson & Co
38
D.A. Davidson & Co
Montana
1,5 Mio. $ +1.024 $ +58 +0,1 %
&Partners
39
&Partners
Tennessee
1,4 Mio. $ -2.207 $ -125 -0,2 %
UBS Group
40
UBS Group
Switzerland
1,36 Mio. $ -47.204 $ -2.673 -3 %
NewEdge Advisors
41
NewEdge Advisors
Louisiana
1,35 Mio. $ -16.000 $ -906 -1 %
Oppenheimer & Co
42
Oppenheimer & Co
New York
1,34 Mio. $ +140.289 $ +7.944 +12 %
Kingswood Wealth Advisors
43
Kingswood Wealth Advisors
California
1,3 Mio. $ – – –
MML Investors Services
44
MML Investors Services
Massachusetts
1,27 Mio. $ +8.936 $ +506 +0,7 %
Boothbay Fund Management
45
Boothbay Fund Management
New York
1,19 Mio. $ – – –
AA
46
Advisory Advocates
Michigan
1,11 Mio. $ +70.833 $ +4.011 +7 %
BHPW
47
Beverly Hills Private Wealth
California
1,06 Mio. $ +150.708 $ +8.534 +17 %
Peak Asset Management
48
Peak Asset Management
Colorado
918.002 $ +905.678 $ +51.285 Neu
MMG
49
Monetary Management Group
Missouri
911.110 $ +374.386 $ +21.200 +71 %
DA
50
DCF Advisers
Connecticut
895.000 $ – – –
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