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icono de STEW

SRH Total Return Fund
STEW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SC
76
Stolper & Co
Oklahoma
USD 315 k – – –
Stratos Wealth Partners
77
Stratos Wealth Partners
Ohio
USD 313 k +USD 1.84 k +104 +0.6%
Mariner
78
Mariner
Kansas
USD 311 k +USD 307 k +17,388 Nuevas
WestHill Financial Advisors
79
WestHill Financial Advisors
California
USD 289 k – – –
Ancora Advisors
80
Ancora Advisors
Ohio
USD 277 k -USD 53 k -3,000 -16%
Waverly Advisors
81
Waverly Advisors
Alabama
USD 274 k +USD 883 +50 +0.3%
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 266 k -USD 32.7 k -1,853 -11%
Wealthspire Advisors (New York)
83
Wealthspire Advisors (New York)
New York
USD 263 k – – –
NCM
84
Nitor Capital Management
New Jersey
USD 253 k – – –
Greenwood Gearhart
85
Greenwood Gearhart
Arkansas
USD 253 k – – –
HA
86
Hanover Advisors
South Carolina
USD 250 k – – –
Horizon Wealth Management
87
Horizon Wealth Management
Illinois
USD 224 k – – –
Jones Financial Companies
88
Jones Financial Companies
Missouri
USD 223 k +USD 6.41 k +363 +3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
USD 222 k +USD 219 k +12,426 Nuevas
ZCP
90
Z3 Capital Partners
Virginia
USD 216 k -USD 61.4 k -3,478 -22%
DI
91
Decision Investments
California
USD 208 k -USD 3 k -170 -1%
Stephens Inc
92
Stephens Inc
Arkansas
USD 207 k – – –
Nations Financial Group
93
Nations Financial Group
Iowa
USD 206 k – – –
Jane Street
94
Jane Street
New York
USD 203 k +USD 201 k +11,368 Nuevas
SCM
95
Sage Capital Management
New Jersey
USD 202 k +USD 199 k +11,269 Nuevas
Steward Partners Investment Advisory
96
Steward Partners Investment Advisory
New York
USD 200 k – – –
CP
97
Camelot Portfolios
Ohio
USD 194 k – – –
CLA
98
Carnegie Lake Advisors
New Jersey
USD 192 k – – –
BW
99
Basepoint Wealth
Iowa
USD 190 k +USD 1.92 k +109 +1%
CSC
100
Caldwell Sutter Capital
California
USD 152 k -USD 15.9 k -903 -10%
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