We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$1.17M -$15K -1,180 -1%
AA
27
AQR Arbitrage
Connecticut
$1.1M +$695K +54,795 +195%
UBS Group
28
UBS Group
Switzerland
$1.03M -$269K -21,222 -21%
OC
29
Oppenheimer & Co
New York
$1M -$44.5K -3,505 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$984K +$4.86K +383 +0.5%
Osaic Holdings
31
Osaic Holdings
Arizona
$966K -$161K -12,682 -15%
MML Investors Services
32
MML Investors Services
Massachusetts
$917K +$25.8K +2,032 +3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$878K -$12.4K -975 -1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$849K +$4.44K +350 +0.6%
LPL Financial
35
LPL Financial
California
$813K -$23.1K -1,820 -3%
ASN
36
Advisory Services Network
Georgia
$810K -$21.5K -1,698 -3%
Bank of America
37
Bank of America
North Carolina
$807K +$14.9K +1,178 +2%
EP
38
Eudaimonia Partners
Tennessee
$796K +$20.7K +1,629 +3%
Stifel Financial
39
Stifel Financial
Missouri
$794K -$140K -11,020 -16%
DA
40
DCF Advisers
Connecticut
$784K
AAM
41
Advisors Asset Management
Colorado
$754K -$269K -21,233 -27%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$731K
CCFM
43
Clear Creek Financial Management
Washington
$680K +$242K +19,100 +60%
SIA
44
SkyView Investment Advisors
New Jersey
$664K +$634K +50,000 New
SWM
45
Sugarloaf Wealth Management
Georgia
$597K -$79.4K -6,258 -12%
KWA
46
Kingswood Wealth Advisors
California
$565K +$540K +42,550 New
WA
47
WealthTrust Axiom
Pennsylvania
$490K
GWI
48
Grace & White Inc
New York
$486K
RJT
49
Raymond James Trust
Florida
$429K +$103K +8,084 +33%
RC
50
Roundview Capital
New Jersey
$428K +$6.36K +501 +2%