We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$1.21M -$7.9K -743 -0.7%
AA
27
Ancora Advisors
Ohio
$1.04M -$81.6K -7,682 -8%
BC
28
Brinker Capital
Pennsylvania
$894K -$339K -31,939 -28%
OC
29
Oppenheimer & Co
New York
$764K +$62.2K +5,851 +9%
UBS Group
30
UBS Group
Switzerland
$762K +$546K +51,335 +295%
AG
31
Advisor Group
Arizona
$755K -$58K -5,461 -7%
RCM
32
Rivernorth Capital Management
Florida
$724K -$4.3M -405,004 -86%
SJIC
33
St. James Investment Company
Texas
$693K
DADC
34
D.A. Davidson & Co
Montana
$658K +$51.8K +4,877 +9%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$586K +$93.7K +8,819 +20%
KLI
36
Kelman-Lazarov Inc
Tennessee
$541K +$143K +13,440 +38%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$513K -$20.8K -1,959 -4%
SWP
38
Stratos Wealth Partners
Ohio
$512K -$10.4K -975 -2%
FIMG
39
Financial & Investment Management Group
Michigan
$506K -$8.49K -799 -2%
ACM
40
AlphaStar Capital Management
North Carolina
$479K +$459K +43,173 New
WAM
41
Weiss Asset Management
Massachusetts
$461K +$442K +41,592 New
WS
42
Wedbush Securities
California
$440K +$80.6K +7,584 +24%
CAM
43
Close Asset Management
United Kingdom
$411K
GWI
44
Grace & White Inc
New York
$405K
PPA
45
Parametric Portfolio Associates
Washington
$402K +$35.2K +3,313 +10%
ASN
46
Advisory Services Network
Georgia
$353K +$72.6K +6,829 +27%
FAIM
47
Financial Advocates Investment Management
Washington
$342K +$327K +30,800 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$341K -$457 -43 -0.1%
LPL Financial
49
LPL Financial
California
$337K +$323K +30,365 New
IHL
50
Investment House LLC
California
$336K