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CRF

Cornerstone Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$689K +$616K +85,632 +827%
CFD
27
Creative Financial Designs
Indiana
$620K +$247K +34,385 +66%
MCFP
28
Mallini Complete Financial Planning
Florida
$615K +$48.2K +6,710 +8%
FFA
29
Farther Finance Advisors
California
$571K +$14.9K +2,068 +3%
MCP
30
Mirador Capital Partners
California
$567K +$568K +79,017 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$485K +$486K +67,544 New
CPIG
32
Chicago Partners Investment Group
Illinois
$463K +$17.5K +2,433 +4%
Creative Planning
33
Creative Planning
Kansas
$442K +$442K +61,531 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$362K +$7.04K +980 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$336K +$20.8K +2,893 +7%
XT
36
XTX Topco
Cayman Islands
$327K +$327K +45,492 New
SOS
37
Silver Oak Securities
Tennessee
$303K +$304K +42,263 New
ACA
38
Aptus Capital Advisors
Alabama
$302K +$2.69K +374 +0.9%
FWP
39
Firethorn Wealth Partners
Georgia
$258K +$12.1K +1,687 +5%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$245K +$50.5K +7,021 +26%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$215K -$18.7K -2,604 -8%
BlackRock
42
BlackRock
New York
$214K
KAS
43
Kestra Advisory Services
Texas
$204K +$1.7K +237 +0.8%
BWM
44
Buska Wealth Management
Wisconsin
$178K +$5.34K +743 +3%
BCM
45
Becker Capital Management
Oregon
$176K +$7.67K +1,067 +5%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$171K +$4.77K +664 +3%
BW
47
BIP Wealth
Georgia
$170K +$170K +23,712 New
AG
48
AmeriFlex Group
Nevada
$157K
SWP
49
Stratos Wealth Partners
Ohio
$156K +$5.71K +795 +4%
WMN
50
Wealth Management Nebraska
Nebraska
$150K -$5.79K -806 -4%