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ícone de STEW

SRH Total Return Fund
STEW

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Advisors Asset Management
51
Advisors Asset Management
Colorado
US$ 842 mil +US$ 365 mil +20.680 +78%
WA
52
WealthTrust Axiom
Pennsylvania
US$ 838 mil -US$ 39,6 mil -2.240 -5%
Twin Focus Capital Partners
53
Twin Focus Capital Partners
Massachusetts
US$ 778 mil – – –
Private Advisor Group
54
Private Advisor Group
New Jersey
US$ 728 mil -US$ 44,5 mil -2.520 -6%
Clear Creek Financial Management
55
Clear Creek Financial Management
Washington
US$ 691 mil -US$ 109 mil -6.200 -14%
Osaic Holdings
56
Osaic Holdings
Arizona
US$ 689 mil -US$ 31,7 mil -1.793 -4%
F.L. Putnam Investment Management
57
F.L. Putnam Investment Management
Massachusetts
US$ 674 mil – – –
GWI
58
Grace & White Inc
New York
US$ 654 mil – – –
Stifel Financial
59
Stifel Financial
Missouri
US$ 650 mil – – –
Readystate Asset Management
60
Readystate Asset Management
Illinois
US$ 634 mil -US$ 3,99 mil -226 -0,6%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
US$ 623 mil +US$ 31,8 mil +1.800 +5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
US$ 582 mil +US$ 263 mil +14.889 +84%
XTX Topco
63
XTX Topco
Cayman Islands
US$ 571 mil +US$ 563 mil +31.896 Nova
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
US$ 460 mil +US$ 2,05 mil +116 +0,5%
Joel Isaacson & Co
65
Joel Isaacson & Co
New York
US$ 445 mil – – –
Meridian Wealth Management
66
Meridian Wealth Management
Kentucky
US$ 425 mil -US$ 12,4 mil -700 -3%
Level Four Advisory Services
67
Level Four Advisory Services
Texas
US$ 421 mil +US$ 11,3 mil +641 +3%
CEFA
68
Closed-End Fund Advisors
Virginia
US$ 412 mil -US$ 17,7 mil -1.001 -4%
HWMO
69
Heritage Wealth Management (Ohio)
Ohio
US$ 355 mil +US$ 351 mil +19.856 Nova
Guggenheim Capital
70
Guggenheim Capital
Illinois
US$ 347 mil -US$ 15,4 mil -872 -4%
NWF Advisory Services
71
NWF Advisory Services
California
US$ 345 mil – – –
SFG
72
Sather Financial Group
Texas
US$ 343 mil – – –
Kestra Advisory Services
73
Kestra Advisory Services
Texas
US$ 340 mil +US$ 61,6 mil +3.489 +23%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
US$ 338 mil +US$ 112 mil +6.335 +50%
Roundview Capital
75
Roundview Capital
New Jersey
US$ 328 mil -US$ 17,3 mil -981 -5%
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