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
$22.6M +$2.74M +201,650 +14%
SIA
2
Sit Investment Associates
Minnesota
$8.82M -$45.2M -3,332,149 -84%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.42M -$2.17M -159,720 -34%
FFG
4
Ford Financial Group
California
$4.23M +$85.6K +6,313 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.13M +$39.1K +2,881 +1%
RJA
6
Raymond James & Associates
Florida
$2.85M -$193K -14,227 -7%
LPL Financial
7
LPL Financial
California
$2.71M +$1.14M +83,741 +77%
Morgan Stanley
8
Morgan Stanley
New York
$1.85M +$308K +22,687 +21%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.46M +$158K +11,671 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.39M +$838K +61,760 +165%
BRWA
11
B. Riley Wealth Advisors
Florida
$930K +$299K +22,036 +50%
KA
12
Kovack Advisors
Florida
$821K +$30.4K +2,239 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$687K -$51K -3,762 -7%
CWA
14
Capital Wealth Alliance
Arizona
$517K +$6.12K +451 +1%
DAS
15
Dynamic Advisor Solutions
Arizona
$437K +$34.2K +2,518 +9%
PAG
16
Private Advisor Group
New Jersey
$428K +$34.2K +2,518 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$404K +$390K +28,735 New
CFD
18
Creative Financial Designs
Indiana
$355K +$145K +10,705 +74%
CCG
19
Capital CS Group
California
$346K -$782K -57,645 -70%
Truist Financial
20
Truist Financial
North Carolina
$306K +$295K +21,742 New
UBS Group
21
UBS Group
Switzerland
$290K -$3.54K -261 -1%
CAN
22
Cetera Advisor Networks
California
$287K -$15.7K -1,155 -5%
NA
23
NewEdge Advisors
Louisiana
$246K -$3.57K -263 -1%
CA
24
CoreCap Advisors
Michigan
$228K +$219K +16,181 New
AWG
25
Altus Wealth Group
Colorado
$225K +$217K +16,002 New