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icono de STEW

SRH Total Return Fund
STEW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NBC Securities
101
NBC Securities
Alabama
USD 151 k +USD 830 +47 +0.6%
Costello Asset Management
102
Costello Asset Management
Pennsylvania
USD 122 k -USD 21.7 k -1,229 -15%
Global Retirement Partners
103
Global Retirement Partners
California
USD 115 k +USD 113 k +6,406 Nuevas
Financial Consulate
104
Financial Consulate
Maryland
USD 108 k +USD 1.17 k +66 +1%
Colonial Trust Advisors
105
Colonial Trust Advisors
South Carolina
USD 94.7 k – – –
Institute for Wealth Management
106
Institute for Wealth Management
Colorado
USD 86 k +USD 84.8 k +4,802 Nuevas
Nemes Rush Group
107
Nemes Rush Group
Michigan
USD 69.2 k +USD 759 +43 +1%
Thurston Springer Miller Herd & Titak
108
Thurston Springer Miller Herd & Titak
Indiana
USD 43.9 k +USD 1.78 k +101 +4%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
USD 36.1 k +USD 8.46 k +479 +31%
IFG Advisory
110
IFG Advisory
Georgia
USD 30.5 k +USD 30.1 k +1,702 Nuevas
MCF Advisors
111
MCF Advisors
Kentucky
USD 19 k – – –
Game Plan Financial Advisors
112
Game Plan Financial Advisors
Ohio
USD 17.9 k – – –
Merrithew & Thorsten Inc
113
Merrithew & Thorsten Inc
California
USD 16 k +USD 194 +11 +1%
Advisornet Financial
114
Advisornet Financial
Minnesota
USD 8.95 k – – –
Harbour Investments
115
Harbour Investments
Wisconsin
USD 8.23 k – – –
Thomas J. Herzfeld Advisors
116
Thomas J. Herzfeld Advisors
Florida
USD 6.8 k -USD 1.9 M -107,398 -100%
AssetMark Inc
117
AssetMark Inc
California
USD 6.53 k +USD 3.5 k +198 +119%
Nalls Sherbakoff Group
118
Nalls Sherbakoff Group
Tennessee
USD 5.58 k – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
USD 3.94 k – – –
Lodestone Wealth Management
120
Lodestone Wealth Management
Washington
USD 3.58 k – – –
Asset Dedication LLC
121
Asset Dedication LLC
California
USD 3.29 k – – –
NorthAvenue LLC
122
NorthAvenue LLC
Ohio
USD 3.29 k – – –
Pinnacle Wealth Planning Services
123
Pinnacle Wealth Planning Services
Ohio
USD 2.43 k -USD 3.41 k -193 -59%
WPG Advisers
124
WPG Advisers
Maryland
USD 1.52 k -USD 2.19 k -124 -59%
Farther Finance Advisors
125
Farther Finance Advisors
California
USD 322 – – –
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