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STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Stolper & Co
Oklahoma
$315K
SWP
77
Stratos Wealth Partners
Ohio
$313K +$1.84K +104 +0.6%
Mariner
78
Mariner
Kansas
$311K +$307K +17,388 New
WFA
79
WestHill Financial Advisors
California
$289K
AA
80
Ancora Advisors
Ohio
$277K -$53K -3,000 -16%
WA
81
Waverly Advisors
Alabama
$274K +$883 +50 +0.3%
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
$266K -$32.7K -1,853 -11%
WANY
83
Wealthspire Advisors (New York)
New York
$263K
NCM
84
Nitor Capital Management
New Jersey
$253K
GG
85
Greenwood Gearhart
Arkansas
$253K
HA
86
Hanover Advisors
South Carolina
$250K
HWM
87
Horizon Wealth Management
Illinois
$224K
Jones Financial Companies
88
Jones Financial Companies
Missouri
$223K +$6.41K +363 +3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$222K +$219K +12,426 New
ZCP
90
Z3 Capital Partners
Virginia
$216K -$61.4K -3,478 -22%
DI
91
Decision Investments
California
$208K -$3K -170 -1%
SI
92
Stephens Inc
Arkansas
$207K
NFG
93
Nations Financial Group
Iowa
$206K
Jane Street
94
Jane Street
New York
$203K +$201K +11,368 New
SCM
95
Sage Capital Management
New Jersey
$202K +$199K +11,269 New
SPIA
96
Steward Partners Investment Advisory
New York
$200K
CP
97
Camelot Portfolios
Ohio
$194K
CLA
98
Carnegie Lake Advisors
New Jersey
$192K
BW
99
Basepoint Wealth
Iowa
$190K +$1.93K +109 +1%
CSC
100
Caldwell Sutter Capital
California
$152K -$15.9K -903 -10%