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SRH Total Return Fund
STEW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Advisors Asset Management
51
Advisors Asset Management
Colorado
USD 842 k +USD 365 k +20,680 +78%
WA
52
WealthTrust Axiom
Pennsylvania
USD 838 k -USD 39.6 k -2,240 -5%
Twin Focus Capital Partners
53
Twin Focus Capital Partners
Massachusetts
USD 778 k – – –
Private Advisor Group
54
Private Advisor Group
New Jersey
USD 728 k -USD 44.5 k -2,520 -6%
Clear Creek Financial Management
55
Clear Creek Financial Management
Washington
USD 691 k -USD 109 k -6,200 -14%
Osaic Holdings
56
Osaic Holdings
Arizona
USD 689 k -USD 31.7 k -1,793 -4%
F.L. Putnam Investment Management
57
F.L. Putnam Investment Management
Massachusetts
USD 674 k – – –
GWI
58
Grace & White Inc
New York
USD 654 k – – –
Stifel Financial
59
Stifel Financial
Missouri
USD 650 k – – –
Readystate Asset Management
60
Readystate Asset Management
Illinois
USD 634 k -USD 3.99 k -226 -0.6%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
USD 623 k +USD 31.8 k +1,800 +5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
USD 582 k +USD 263 k +14,889 +84%
XTX Topco
63
XTX Topco
Cayman Islands
USD 571 k +USD 563 k +31,896 Nuevas
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
USD 460 k +USD 2.05 k +116 +0.5%
Joel Isaacson & Co
65
Joel Isaacson & Co
New York
USD 445 k – – –
Meridian Wealth Management
66
Meridian Wealth Management
Kentucky
USD 425 k -USD 12.4 k -700 -3%
Level Four Advisory Services
67
Level Four Advisory Services
Texas
USD 421 k +USD 11.3 k +641 +3%
CEFA
68
Closed-End Fund Advisors
Virginia
USD 412 k -USD 17.7 k -1,001 -4%
HWMO
69
Heritage Wealth Management (Ohio)
Ohio
USD 355 k +USD 351 k +19,856 Nuevas
Guggenheim Capital
70
Guggenheim Capital
Illinois
USD 347 k -USD 15.4 k -872 -4%
NWF Advisory Services
71
NWF Advisory Services
California
USD 345 k – – –
SFG
72
Sather Financial Group
Texas
USD 343 k – – –
Kestra Advisory Services
73
Kestra Advisory Services
Texas
USD 340 k +USD 61.6 k +3,489 +23%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
USD 338 k +USD 112 k +6,335 +50%
Roundview Capital
75
Roundview Capital
New Jersey
USD 328 k -USD 17.3 k -981 -5%
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