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CRF

Cornerstone Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
76
Smallwood Wealth Investment Management
New Jersey
$8.01K
RBC
77
Roble Belko & Company
Pennsylvania
$8K +$7.71K +966 New
GA
78
GoalVest Advisory
New York
$7.53K
TRCT
79
Tower Research Capital (TRC)
New York
$7.41K +$7.38K +925 New
AF
80
Advisornet Financial
Minnesota
$7.3K +$311 +39 +4%
HI
81
Harbour Investments
Wisconsin
$4.99K +$4.97K +623 New
EWM
82
Evolution Wealth Management
Florida
$4.81K
HWP
83
Highline Wealth Partners
California
$4K
MCM
84
MAI Capital Management
Ohio
$3.2K
TFGT
85
TS Financial Group (TSFG)
Illinois
$3K +$160 +20 +5%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$2K
PAM
87
Parvin Asset Management
South Dakota
$561 +$558 +70 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$208
Wells Fargo
89
Wells Fargo
California
$8 -$8 -1 -50%
SPIA
90
Steward Partners Investment Advisory
New York
$3
CF
91
Cantor Fitzgerald
New York
-$807K -100,410 Closed
KIM
92
Kane Investment Management
California
-$81.1K -10,088 Closed
NFSG
93
Newbridge Financial Services Group
Florida
-$29.7K -3,700 Closed
MSWA
94
Marshall & Sterling Wealth Advisors
New York
-$24.1K -3,000 Closed
IA
95
IFP Advisors
Florida
-$16.1K -2,000 Closed
VWM
96
Valley Wealth Managers
New Jersey
-$5.19K -645 Closed
AAS
97
Ameritas Advisory Services
Nebraska
-$2.65K -330 Closed
UBS Group
98
UBS Group
Switzerland
-$780 -97 Closed