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Cornerstone Strategic Value Fund
CLM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1
Centaurus Financial
California
$8.77M +$1.02M +92,610 +14%
YCM
2
Yakira Capital Management
Connecticut
$4.52M -$1.85M -167,359 -30%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.03M -$4.47M -404,221 -61%
FFG
4
Ford Financial Group
California
$2.91M +$81.9K +7,414 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.53M -$208K -18,776 -8%
RJA
6
Raymond James & Associates
Florida
$1.34M -$106K -9,554 -8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$868K +$163K +14,742 +24%
Morgan Stanley
8
Morgan Stanley
New York
$784K +$11.2K +1,017 +2%
Creative Planning
9
Creative Planning
Kansas
$624K +$225K +20,368 +61%
LPL Financial
10
LPL Financial
California
$621K +$41.8K +3,782 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$611K +$24.4K +2,204 +4%
KA
12
Kovack Advisors
Florida
$440K -$45.4K -4,107 -10%
BRWA
13
B. Riley Wealth Advisors
Florida
$277K +$265K +23,975 New
KAS
14
Kestra Advisory Services
Texas
$255K +$246K +22,255 New
DA
15
DCM Advisors
New York
$246K +$236K +21,336 New
UBS Group
16
UBS Group
Switzerland
$242K -$19.4K -1,751 -8%
Truist Financial
17
Truist Financial
North Carolina
$242K +$232K +20,982 New
PAG
18
Private Advisor Group
New Jersey
$227K -$61.4K -5,551 -22%
CWA
19
Capital Wealth Alliance
Arizona
$226K -$39.6K -3,582 -17%
VF
20
Virtu Financial
New York
$207K +$18.9K +1,707 +11%
SWM
21
SeaCrest Wealth Management
New York
$185K +$28.4K +2,568 +19%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$180K +$44.9K +4,064 +35%
CAN
23
Cetera Advisor Networks
California
$165K -$123K -11,147 -44%
DAS
24
Dynamic Advisor Solutions
Arizona
$142K +$136K +12,328 New
IIC
25
Ironwood Investment Counsel
Arizona
$141K – – –
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