We are live on ! Find out more
STEW icon

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Advisor Networks
51
Cetera Advisor Networks
California
$393K +$7.45K +587 +2%
Mariner
52
Mariner
Kansas
$313K +$19.1K +1,509 +7%
Ancora Advisors
53
Ancora Advisors
Ohio
$307K – – –
Walleye Capital
54
Walleye Capital
New York
$285K +$272K +21,450 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$277K -$5.89K -464 -2%
Stratos Wealth Partners
56
Stratos Wealth Partners
Ohio
$274K – – –
SC
57
Stolper & Co
Oklahoma
$254K -$6.22K -490 -3%
Private Advisor Group
58
Private Advisor Group
New Jersey
$248K +$37.5K +2,958 +19%
HCM
59
Highlander Capital Management
New Jersey
$247K +$1.24K +98 +0.5%
BHIC
60
Bassett Hargrove Investment Counsel
Delaware
$218K – – –
Guggenheim Capital
61
Guggenheim Capital
Illinois
$216K -$1.86K -147 -0.9%
WFA
62
WestHill Financial Advisors
California
$215K – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$210K -$25.4K -2,000 -11%
NFG
64
Nations Financial Group
Iowa
$199K – – –
Wealthspire Advisors (New York)
65
Wealthspire Advisors (New York)
New York
$195K +$186K +14,678 New
Level Four Advisory Services
66
Level Four Advisory Services
Texas
$192K +$15.2K +1,195 +9%
FFBTD
67
First Financial Bank - Trust Division
Ohio
$188K – – –
CSC
68
Caldwell Sutter Capital
California
$187K – – –
Creative Planning
69
Creative Planning
Kansas
$181K -$40.4K -3,186 -19%
LCM
70
Landscape Capital Management
New Jersey
$177K -$35.5K -2,801 -17%
ICMP
71
Integrated Capital Management (Pennsylvania)
Pennsylvania
$173K +$165K +13,011 New
PA
72
PFG Advisors
Arizona
$167K – – –
HFA
73
High Falls Advisors
New York
$160K +$1.52K +120 +1%
MMG
74
Monetary Management Group
Missouri
$159K – – –
HWM
75
Horizon Wealth Management
Illinois
$158K +$1.47K +116 +1%