FFA
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Farther Finance Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Farther Finance Advisors’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,244
Closed -$130K – 5880
2025
Q4 		$130K Sell
10,244
-2,862
-22% -$35.1K ﹤0.01% 2180
2025
Q3 		$171K Hold
13,106
– – ﹤0.01% 1701
2025
Q2 		$183K Hold
13,106
– – ﹤0.01% 1439
2025
Q1 		$183K Hold
13,106
– – ﹤0.01% 1266
2024
Q4 		$180K Hold
13,106
– – 0.01% 1035
2024
Q3 		$179K Buy
13,106
+2,862
+28% +$39.7K 0.01% 1034
2024
Q2 		$141K Buy
+10,244
New +$141K 0.01% 988

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Corient Private Wealth
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MC
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Raymond James Financial
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return