We are live on ! Find out more
CLM icon

Cornerstone Strategic Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Centaurus Financial
California
$12.1M +$1.96M +154,293 +20%
FFG
2
Ford Financial Group
California
$3.65M +$292K +23,021 +9%
CS
3
Credit Suisse
Switzerland
$3.38M +$3.24M +255,016 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.78M -$122K -9,619 -4%
RJA
5
Raymond James & Associates
Florida
$1.85M +$295K +23,259 +20%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.33M -$2.06M -162,064 -62%
Morgan Stanley
7
Morgan Stanley
New York
$1.28M +$366K +28,829 +42%
Nomura Holdings
8
Nomura Holdings
Japan
$1.17M +$1.12M +87,930 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.01M +$8.7K +685 +0.9%
LPL Financial
10
LPL Financial
California
$836K +$118K +9,332 +17%
Creative Planning
11
Creative Planning
Kansas
$730K +$13.3K +1,047 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$681K -$19.4K -1,531 -3%
BRWA
13
B. Riley Wealth Advisors
Florida
$619K +$288K +22,651 +94%
KA
14
Kovack Advisors
Florida
$538K +$30.5K +2,400 +6%
PAG
15
Private Advisor Group
New Jersey
$310K +$47.2K +3,716 +19%
UBS Group
16
UBS Group
Switzerland
$291K +$12.3K +965 +5%
DA
17
DCM Advisors
New York
$276K -$6.45K -508 -2%
DAS
18
Dynamic Advisor Solutions
Arizona
$252K +$85K +6,692 +54%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$240K +$230K +18,109 New
CWA
20
Capital Wealth Alliance
Arizona
$232K +$2.78K +219 +1%
SWM
21
SeaCrest Wealth Management
New York
$208K -$4.06K -320 -2%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$207K
CAN
23
Cetera Advisor Networks
California
$207K +$16.5K +1,296 +9%
KPWS
24
Kestra Private Wealth Services
Texas
$197K +$189K +14,864 New
CCG
25
Capital CS Group
California
$190K +$182K +14,317 New