We are live on ! Find out more
CLM icon

Cornerstone Strategic Value Fund
CLM

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
76
Sheaff Brock Investment Advisors
Indiana
$104K -$12.2K -1,718 -11%
FWP
77
Firethorn Wealth Partners
Georgia
$104K +$5.9K +828 +6%
NEWAS
78
N.E.W. Advisory Services
Wisconsin
$103K – – –
CA
79
CoreCap Advisors
Michigan
$100K +$96.3K +13,505 New
EFA
80
Evernest Financial Advisors
Indiana
$96.4K +$97.4K +13,659 New
IW
81
Imprint Wealth
South Carolina
$87K +$83.4K +11,704 New
HIA
82
Harbor Investment Advisory
Maryland
$84.3K +$5.24K +735 +7%
OWA
83
Outlook Wealth Advisors
Texas
$81.1K – – –
NS
84
NBC Securities
Alabama
$79K -$18.6K -2,611 -20%
MFGM
85
Marshall Financial Group (Maryland)
Maryland
$75.2K – – –
TWM
86
Tradition Wealth Management
Minnesota
$75.2K +$6.52K +914 +10%
PMFA
87
Plante Moran Financial Advisors
Michigan
$66K +$63.6K +8,923 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$51.2K – – –
RG
89
Retirement Group
California
$35.8K – – –
LFG
90
Larson Financial Group
Missouri
$32.2K +$1.33K +187 +4%
HGERS
91
Householder Group Estate & Retirement Specialist
Arizona
$22.9K +$22K +3,089 New
PCMC
92
Planning Capital Management Corporation
Pennsylvania
$18.9K +$1.08K +151 +6%
CFGS
93
Concourse Financial Group Securities
Alabama
$18.8K – – –
HCM
94
Highlander Capital Management
New Jersey
$16.9K – – –
GGI
95
Godsey & Gibb Inc
Virginia
$14.1K – – –
SIS
96
Sound Income Strategies
Florida
$9.96K – – –
SS
97
Sunbelt Securities
Texas
$7.74K -$111K -15,512 -94%
BF
98
BOK Financial
Oklahoma
$7.59K – – –
AF
99
Allworth Financial
California
$7.48K +$7.21K +1,011 New
TRCT
100
Tower Research Capital (TRC)
New York
$6.48K +$4.17K +585 +201%
1 2 3
4
5