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ícone de STEW

SRH Total Return Fund
STEW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Principal Securities
26
Principal Securities
Iowa
US$ 2,8 mi +US$ 414 mil +23.421 +18%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
US$ 2,79 mi +US$ 2,72 mi +153.880 +8.952%
Evolve Private Wealth
28
Evolve Private Wealth
California
US$ 2,62 mi -US$ 223 mil -12.626 -8%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
US$ 2,43 mi +US$ 61,7 mil +3.494 +3%
AC
30
Almitas Capital
California
US$ 2,39 mi +US$ 301 mil +17.018 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
US$ 2,3 mi -US$ 736 mil -41.698 -25%
UHLMANN PRICE SECURITIES
32
UHLMANN PRICE SECURITIES
Illinois
US$ 2,05 mi +US$ 436 mil +24.676 +28%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
US$ 2 mi – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
US$ 1,9 mi -US$ 15,2 mil -863 -0,8%
HighTower Advisors
35
HighTower Advisors
Illinois
US$ 1,85 mi -US$ 62,1 mil -3.516 -3%
SouthState Corp
36
SouthState Corp
Florida
US$ 1,79 mi – – –
Park Avenue Securities
37
Park Avenue Securities
New York
US$ 1,72 mi -US$ 10,3 mil -585 -0,6%
D.A. Davidson & Co
38
D.A. Davidson & Co
Montana
US$ 1,5 mi +US$ 1,02 mil +58 +0,1%
&Partners
39
&Partners
Tennessee
US$ 1,4 mi -US$ 2,21 mil -125 -0,2%
UBS Group
40
UBS Group
Switzerland
US$ 1,36 mi -US$ 47,2 mil -2.673 -3%
NewEdge Advisors
41
NewEdge Advisors
Louisiana
US$ 1,35 mi -US$ 16 mil -906 -1%
Oppenheimer & Co
42
Oppenheimer & Co
New York
US$ 1,34 mi +US$ 140 mil +7.944 +12%
Kingswood Wealth Advisors
43
Kingswood Wealth Advisors
California
US$ 1,3 mi – – –
MML Investors Services
44
MML Investors Services
Massachusetts
US$ 1,27 mi +US$ 8,94 mil +506 +0,7%
Boothbay Fund Management
45
Boothbay Fund Management
New York
US$ 1,19 mi – – –
AA
46
Advisory Advocates
Michigan
US$ 1,11 mi +US$ 70,8 mil +4.011 +7%
BHPW
47
Beverly Hills Private Wealth
California
US$ 1,06 mi +US$ 151 mil +8.534 +17%
Peak Asset Management
48
Peak Asset Management
Colorado
US$ 918 mil +US$ 906 mil +51.285 Nova
MMG
49
Monetary Management Group
Missouri
US$ 911 mil +US$ 374 mil +21.200 +71%
DA
50
DCF Advisers
Connecticut
US$ 895 mil – – –
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