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SRH Total Return Fund
STEW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Principal Securities
26
Principal Securities
Iowa
USD 2.8 M +USD 414 k +23,421 +18%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
USD 2.79 M +USD 2.72 M +153,880 +8,952%
Evolve Private Wealth
28
Evolve Private Wealth
California
USD 2.62 M -USD 223 k -12,626 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
USD 2.43 M +USD 61.7 k +3,494 +3%
AC
30
Almitas Capital
California
USD 2.39 M +USD 301 k +17,018 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
USD 2.3 M -USD 736 k -41,698 -25%
UHLMANN PRICE SECURITIES
32
UHLMANN PRICE SECURITIES
Illinois
USD 2.05 M +USD 436 k +24,676 +28%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
USD 2 M – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
USD 1.9 M -USD 15.2 k -863 -0.8%
HighTower Advisors
35
HighTower Advisors
Illinois
USD 1.85 M -USD 62.1 k -3,516 -3%
SouthState Corp
36
SouthState Corp
Florida
USD 1.79 M – – –
Park Avenue Securities
37
Park Avenue Securities
New York
USD 1.72 M -USD 10.3 k -585 -0.6%
D.A. Davidson & Co
38
D.A. Davidson & Co
Montana
USD 1.5 M +USD 1.02 k +58 +0.1%
&Partners
39
&Partners
Tennessee
USD 1.4 M -USD 2.21 k -125 -0.2%
UBS Group
40
UBS Group
Switzerland
USD 1.36 M -USD 47.2 k -2,673 -3%
NewEdge Advisors
41
NewEdge Advisors
Louisiana
USD 1.35 M -USD 16 k -906 -1%
Oppenheimer & Co
42
Oppenheimer & Co
New York
USD 1.34 M +USD 140 k +7,944 +12%
Kingswood Wealth Advisors
43
Kingswood Wealth Advisors
California
USD 1.3 M – – –
MML Investors Services
44
MML Investors Services
Massachusetts
USD 1.27 M +USD 8.94 k +506 +0.7%
Boothbay Fund Management
45
Boothbay Fund Management
New York
USD 1.19 M – – –
AA
46
Advisory Advocates
Michigan
USD 1.11 M +USD 70.8 k +4,011 +7%
BHPW
47
Beverly Hills Private Wealth
California
USD 1.06 M +USD 151 k +8,534 +17%
Peak Asset Management
48
Peak Asset Management
Colorado
USD 918 k +USD 906 k +51,285 Nuevas
MMG
49
Monetary Management Group
Missouri
USD 911 k +USD 374 k +21,200 +71%
DA
50
DCF Advisers
Connecticut
USD 895 k – – –
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