SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SKK
26
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $115K | – | – | – |
|
|
TC
27
TFS Capital
West Chester,
Pennsylvania
| $114K | -$211K | -26,897 | -65% |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $91K | -$5.1K | -650 | -5% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $44K | -$62.8K | -8,000 | -59% |
|
|
EWM
30
Evercore Wealth Management
New York
| $24K | +$23.5K | +3,000 | New |
|
|
DADC
31
D.A. Davidson & Co
Great Falls,
Montana
| $12K | +$12.2K | +1,557 | New |
|
|
WEC
32
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | +$2.21K | +281 | New |
|
33
Citigroup
New York
| $1K | – | – | – |
|
34
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
35
Ameriprise
Minneapolis,
Minnesota
| – | -$347K | -45,516 | Closed |
|
36
Creative Planning
Overland Park,
Kansas
| – | -$2K | -206 | Closed |
|