We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.59M -$5.83K -328 -0.2%
PS
27
Principal Securities
Iowa
$2.28M -$58.1K -3,269 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.26M +$129K +7,274 +6%
AC
29
Almitas Capital
California
$2M +$1.57M +88,036 +307%
Capstone Investment Advisors
30
Capstone Investment Advisors
New York
$1.91M
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$1.84M -$4.88M -274,227 -72%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.83M -$125K -7,017 -6%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.83M -$196K -11,034 -9%
SC
34
SouthState Corp
Florida
$1.71M
PAS
35
Park Avenue Securities
New York
$1.66M -$155K -8,692 -8%
UPS
36
UHLMANN PRICE SECURITIES
Illinois
$1.62M +$82.7K +4,652 +5%
WAM
37
Wolverine Asset Management
Illinois
$1.6M +$1.03M +57,864 +162%
DADC
38
D.A. Davidson & Co
Montana
$1.43M +$10.3K +581 +0.7%
UBS Group
39
UBS Group
Switzerland
$1.35M -$52.3K -2,940 -4%
P
40
&Partners
Tennessee
$1.34M +$123K +6,914 +10%
NA
41
NewEdge Advisors
Louisiana
$1.31M +$211K +11,869 +18%
KWA
42
Kingswood Wealth Advisors
California
$1.24M -$119K -6,700 -8%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.2M -$87K -4,895 -7%
OC
44
Oppenheimer & Co
New York
$1.14M -$20.7K -1,165 -2%
BFM
45
Boothbay Fund Management
New York
$1.13M +$178K +10,000 +18%
IAA
46
Independent Advisor Alliance
North Carolina
$1.03M +$1.07M +60,360 New
AA
47
Advisory Advocates
Michigan
$990K +$40.9K +2,302 +4%
BHPW
48
Beverly Hills Private Wealth
California
$869K +$387K +21,742 +75%
DA
49
DCF Advisers
Connecticut
$855K
WA
50
WealthTrust Axiom
Pennsylvania
$839K +$146K +8,187 +20%