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STEWのアイコン

SRH Total Return Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Principal Securities
26
Principal Securities
Iowa
$280万 +$41.4万 +23,421 +18%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$279万 +$272万 +153,880 +8,952%
Evolve Private Wealth
28
Evolve Private Wealth
California
$262万 -$22.3万 -12,626 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$243万 +$6.17万 +3,494 +3%
AC
30
Almitas Capital
California
$239万 +$30.1万 +17,018 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$230万 -$73.6万 -41,698 -25%
UHLMANN PRICE SECURITIES
32
UHLMANN PRICE SECURITIES
Illinois
$205万 +$43.6万 +24,676 +28%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$200万 – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$190万 -$1.52万 -863 -0.8%
HighTower Advisors
35
HighTower Advisors
Illinois
$185万 -$6.21万 -3,516 -3%
SouthState Corp
36
SouthState Corp
Florida
$179万 – – –
Park Avenue Securities
37
Park Avenue Securities
New York
$172万 -$1.03万 -585 -0.6%
D.A. Davidson & Co
38
D.A. Davidson & Co
Montana
$150万 +$1,024 +58 +0.1%
&Partners
39
&Partners
Tennessee
$140万 -$2,207 -125 -0.2%
UBS Group
40
UBS Group
Switzerland
$136万 -$4.72万 -2,673 -3%
NewEdge Advisors
41
NewEdge Advisors
Louisiana
$135万 -$1.6万 -906 -1%
Oppenheimer & Co
42
Oppenheimer & Co
New York
$134万 +$14万 +7,944 +12%
Kingswood Wealth Advisors
43
Kingswood Wealth Advisors
California
$130万 – – –
MML Investors Services
44
MML Investors Services
Massachusetts
$127万 +$8,936 +506 +0.7%
Boothbay Fund Management
45
Boothbay Fund Management
New York
$119万 – – –
AA
46
Advisory Advocates
Michigan
$111万 +$7.08万 +4,011 +7%
BHPW
47
Beverly Hills Private Wealth
California
$106万 +$15.1万 +8,534 +17%
Peak Asset Management
48
Peak Asset Management
Colorado
$91.8万 +$90.6万 +51,285 新規
MMG
49
Monetary Management Group
Missouri
$91.1万 +$37.4万 +21,200 +71%
DA
50
DCF Advisers
Connecticut
$89.5万 – – –