We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$766K
TFCP
52
Twin Focus Capital Partners
Massachusetts
$744K
PAG
53
Private Advisor Group
New Jersey
$739K +$60.8K +3,417 +9%
Osaic Holdings
54
Osaic Holdings
Arizona
$689K +$57.9K +3,258 +9%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$644K
GWI
56
Grace & White Inc
New York
$625K
Stifel Financial
57
Stifel Financial
Missouri
$621K -$49.8K -2,800 -7%
RAM
58
Readystate Asset Management
Illinois
$609K +$82.6K +4,647 +15%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$565K +$587K +33,023 New
MMG
60
Monetary Management Group
Missouri
$508K
KIM
61
Karpus Investment Management
New York
$503K -$4.37M -245,517 -89%
AAM
62
Advisors Asset Management
Colorado
$451K +$469K +26,362 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$438K -$29.4K -1,655 -6%
JIC
64
Joel Isaacson & Co
New York
$425K
MWM
65
Meridian Wealth Management
Kentucky
$418K -$24.9K -1,400 -5%
CEFA
66
Closed-End Fund Advisors
Virginia
$411K +$48.8K +2,742 +13%
LFAS
67
Level Four Advisory Services
Texas
$391K +$12.9K +723 +3%
GC
68
Guggenheim Capital
Illinois
$347K -$14.4K -808 -4%
RC
69
Roundview Capital
New Jersey
$330K +$142 +8 +0%
NAS
70
NWF Advisory Services
California
$329K -$30.2K -1,700 -8%
SFG
71
Sather Financial Group
Texas
$328K
AA
72
Ancora Advisors
Ohio
$316K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$302K -$5.65K -318 -2%
SC
74
Stolper & Co
Oklahoma
$301K +$283K +15,925 +953%
SWP
75
Stratos Wealth Partners
Ohio
$297K +$1.83K +103 +0.6%