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Equus Total Return

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1
Shufro Rose & Co
New York
$60.6K
Morgan Stanley
2
Morgan Stanley
New York
$48.5K
CL
3
CSS LLC
Illinois
$31.3K
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$12.4K
UBS Group
5
UBS Group
Switzerland
$9.23K -$4.98K -4,542 -40%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.43K -$548 -500 -11%
NS
7
NBC Securities
Alabama
$3K
Bank of America
8
Bank of America
North Carolina
$136
Wells Fargo
9
Wells Fargo
California
$1