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Equus Total Return

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