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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $176K | – | – | – |
|
|
SKK
27
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $116K | – | – | – |
|
28
LPL Financial
San Diego,
California
| $108K | -$127K | -16,174 | -55% |
|
|
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $104K | -$19.9K | -2,532 | -16% |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $93K | +$849 | +108 | +1% |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $33K | -$11K | -1,403 | -26% |
|
|
EWM
32
Evercore Wealth Management
New York
| $24K | – | – | – |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| $24K | +$23.6K | +3,000 | New |
|
34
Citigroup
New York
| $20K | +$18K | +2,287 | +2,242% |
|
|
DADC
35
D.A. Davidson & Co
Great Falls,
Montana
| $12K | – | – | – |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$254K | -31,545 | Closed |
|
|
WEC
37
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$2K | -281 | Closed |
|
38
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -125 | Closed |
|