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CRF
Cornerstone Total Return Fund
CRF
CRF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
1
National Planning Corporation
El Segundo,
California
| $1.01M | +$1M | +38,045 | New |
|
|
BRWA
2
B. Riley Wealth Advisors
Boca Raton,
Florida
| $292K | – | – | – |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $227K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $176K | -$20K | -760 | -10% |
|
5
Creative Planning
Overland Park,
Kansas
| $100K | – | – | – |
|
6
LPL Financial
San Diego,
California
| $82K | -$24.5K | -930 | -23% |
|
|
CA
7
Cetera Advisors
Denver,
Colorado
| $78K | +$78.7K | +2,984 | New |
|
8
Citigroup
New York
| $15K | +$15K | +568 | New |
|
|
NES
9
New England Securities
New York
| $13K | – | – | – |
|
|
WA
10
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
11
Invesco
Atlanta,
Georgia
| $1K | – | – | – |
|
|
AIG
12
American International Group
New York
| $27 | – | – | – |
|
13
Bank of America
Charlotte,
North Carolina
| – | -$63K | -2,296 | Closed |
|
|
MA
14
MUFG Americas
New York
| – | -$2K | -83 | Closed |
|
15
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|