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Cornerstone Strategic Value Fund
CLM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$116K +$148K +14,559 New
AGM
27
Alpine Global Management
New York
$107K +$137K +13,438 New
IFWM
28
Institute for Wealth Management
Colorado
$101K +$4.33K +426 +3%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$92K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$81K -$5.68K -558 -5%
SL
31
Savior LLC
Massachusetts
$66K +$12.7K +1,248 +18%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$47K +$2.81K +276 +5%
GWM
33
Geneos Wealth Management
Colorado
$31K +$2.02K +199 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$19K +$5.66K +556 +31%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$16K +$20.7K +2,032 New
Citigroup
36
Citigroup
New York
$14K +$17.8K +1,748 New
UBS Group
37
UBS Group
Switzerland
$13K -$153K -15,000 -90%
JPLA
38
Joseph P. Lucia & Associates
New York
$11K – – –
SIS
39
Sound Income Strategies
Florida
$11K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$9K – – –
APA
41
American Portfolios Advisors
New York
$6.03K +$3.02K +297 +65%
TFGT
42
TS Financial Group (TSFG)
Illinois
$1K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
– -$726K -65,724 Closed
Bank of America
44
Bank of America
North Carolina
– -$344K -33,773 -100%
BCA
45
Biltmore Capital Advisors
New Jersey
– -$258K -23,368 Closed
DWM
46
Dakota Wealth Management
Florida
– -$202K -18,278 Closed
Millennium Management
47
Millennium Management
New York
– -$152K -13,759 Closed
VRM
48
Vectors Research Management
New York
– -$17K -1,524 Closed
NFG
49
Next Financial Group
Texas
– -$10K -914 Closed
FIA
50
FNY Investment Advisers
New York
– -$6K -549 Closed
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