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CRF

Cornerstone Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
51
HUB Investment Partners
Texas
$98.3K +$96.1K +12,225 New
BlackRock
52
BlackRock
New York
$96.4K -$6.49K -825 -6%
PAG
53
Private Advisor Group
New Jersey
$94.8K -$9.57K -1,217 -9%
IA
54
Integrity Alliance
Iowa
$91.4K +$89.4K +11,365 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$91.3K +$841 +107 +1%
BIG
56
Brookwood Investment Group
Arizona
$89.9K -$2.26K -287 -3%
KPWS
57
Kestra Private Wealth Services
Texas
$88.1K +$86.1K +10,955 New
KIM
58
Kane Investment Management
California
$81.1K +$79.3K +10,088 New
AF
59
Allworth Financial
California
$69.1K
ACM
60
Anfield Capital Management
California
$53.5K
NA
61
NewEdge Advisors
Louisiana
$43.1K +$1.46K +186 +4%
NFSG
62
Newbridge Financial Services Group
Florida
$29.7K
CIM
63
Contravisory Investment Management
Massachusetts
$29.6K
RTL
64
Red Tortoise LLC
Georgia
$24.6K -$1.11K -141 -4%
MSWA
65
Marshall & Sterling Wealth Advisors
New York
$24.1K
CA
66
CoreCap Advisors
Michigan
$22K -$11.8K -1,500 -35%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$18.6K -$11.1K -1,411 -38%
IA
68
IFP Advisors
Florida
$16.1K +$5.11K +650 +48%
APW
69
Aventura Private Wealth
Florida
$12.1K
SWIM
70
Smallwood Wealth Investment Management
New Jersey
$8.04K
DSC
71
Duncker Streett & Co
Missouri
$8.04K +$7.86K +1,000 New
GA
72
GoalVest Advisory
New York
$7.56K +$7.39K +940 New
AF
73
Advisornet Financial
Minnesota
$7.01K +$291 +37 +4%
VWM
74
Valley Wealth Managers
New Jersey
$5.19K +$5.07K +645 New
EWM
75
Evolution Wealth Management
Florida
$4.82K