We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
51
Cardan Capital Partners
Colorado
$311K +$37K +3,477 +14%
CAN
52
Claraphi Advisory Network
United States
$305K +$293K +27,524 New
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$302K +$30.8K +2,898 +12%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$286K -$51.8K -4,875 -16%
Walleye Trading
55
Walleye Trading
New York
$271K +$78.6K +7,400 +44%
CA
56
Cetera Advisors
Colorado
$258K +$6.91K +650 +3%
Vanguard Capital Wealth Advisors
57
Vanguard Capital Wealth Advisors
Colorado
$253K +$242K +22,783 New
BTS
58
BB&T Securities
Virginia
$239K +$83.1K +7,823 +57%
CAN
59
Cetera Advisor Networks
California
$234K -$82.1K -7,730 -27%
Millennium Management
60
Millennium Management
New York
$224K +$15.5K +1,462 +8%
Citigroup
61
Citigroup
New York
$222K
S
62
SignatureFD
Georgia
$217K
RC
63
Roundview Capital
New Jersey
$212K -$2.5K -235 -1%
HighTower Advisors
64
HighTower Advisors
Illinois
$209K +$27.4K +2,575 +16%
CP
65
Camelot Portfolios
Ohio
$203K -$5.58K -525 -3%
FNBT
66
FineMark National Bank & Trust
Florida
$194K
MWM
67
Modera Wealth Management
New Jersey
$186K
RCM
68
RB Capital Management
Nevada
$185K +$1.68K +158 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$164K +$2.71K +255 +2%
MHS
70
M Holdings Securities
Oregon
$159K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$158K +$28.7K +2,700 +23%
RTS
72
Round Table Services
New Jersey
$143K
Goldman Sachs
73
Goldman Sachs
New York
$140K -$165K -15,491 -55%
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
$129K
NEGWA
75
New England Guild Wealth Advisors
Connecticut
$129K +$185K +17,369 New