We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$300K +$306K +28,760 New
BCA
52
Bay Colony Advisors
Massachusetts
$289K +$819 +77 +0.3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$289K +$819 +77 +0.3%
SJIC
54
St. James Investment Company
Texas
$275K +$1.91K +180 +0.7%
RC
55
Roundview Capital
New Jersey
$271K +$5.05K +475 +2%
SI
56
Stephens Inc
Arkansas
$267K +$272K +25,583 New
HighTower Advisors
57
HighTower Advisors
Illinois
$266K +$13.1K +1,232 +5%
CAN
58
Cetera Advisor Networks
California
$265K
Walleye Trading
59
Walleye Trading
New York
$263K +$10.6K +1,000 +4%
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$256K -$72.9K -6,859 -22%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$234K +$35.5K +3,342 +18%
9WM
62
9258 Wealth Management
Ohio
$215K +$219K +20,641 New
Northern Trust
63
Northern Trust
Illinois
$213K +$106K +10,005 +96%
BAM
64
Belpointe Asset Management
Nevada
$209K -$44.7K -4,200 -17%
RCM
65
RB Capital Management
Nevada
$208K +$2.36K +222 +1%
CA
66
Cetera Advisors
Colorado
$207K -$32.2K -3,033 -13%
RTS
67
Round Table Services
New Jersey
$191K +$670 +63 +0.3%
Citigroup
68
Citigroup
New York
$179K +$978 +92 +0.5%
MWM
69
Modera Wealth Management
New Jersey
$175K
TC
70
Trilogy Capital
California
$171K +$457 +43 +0.3%
CP
71
Camelot Portfolios
Ohio
$167K -$20.2K -1,897 -11%
SSB
72
Sandy Spring Bank
Maryland
$165K +$168K +15,800 New
O
73
OppenheimerFunds
New York
$156K
MHS
74
M Holdings Securities
Oregon
$150K
AA
75
AQR Arbitrage
Connecticut
$123K +$126K +11,830 New