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Equus Total Return
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $44.2K | – | – | – |
|
|
SRC
2
Shufro Rose & Co
New York
| $38.8K | – | – | – |
|
3
Citadel Advisors
Miami,
Florida
| $25.2K | +$27.1K | +20,330 | New |
|
|
SDWIA
4
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $24.8K | – | – | – |
|
|
BBPWM
5
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $11K | -$273 | -205 | -2% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $7.99K | +$2K | +1,500 | +30% |
|
7
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
MCA
8
MSH Capital Advisors
Scottsdale,
Arizona
| – | -$39.9K | -21,666 | Closed |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| – | -$5.15K | -2,800 | Closed |
|