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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
76
Anchor Investment Management
Columbia,
South Carolina
| $29.5K | – | – | – |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $28K | – | – | – |
|
78
AssetMark Inc
Concord,
California
| $24K | – | – | – |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| $15K | +$14.9K | +1,616 | New |
|
|
HCM
80
Highlander Capital Management
Short Hills,
New Jersey
| $14K | +$13.8K | +1,500 | New |
|
|
FWM
81
Focused Wealth Management
Newburgh,
New York
| $7K | +$74 | +8 | +1% |
|
|
LA
82
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $5K | +$5.61K | +609 | New |
|
|
LWM
83
LBA Wealth Management
Jacksonville,
Florida
| $2K | – | – | – |
|
|
GFM
84
Gramercy Funds Management
Greenwich,
Connecticut
| – | -$7.19M | -804,310 | Closed |
|
|
RTS
85
Round Table Services
Westfield,
New Jersey
| – | -$231K | -25,800 | Closed |
|
86
SEI Investments
Oaks,
Pennsylvania
| – | -$14.7K | -1,600 | -99% |
|
87
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -343 | Closed |
|
|
JIC
88
Joel Isaacson & Co
New York
| – | -$1K | -87 | Closed |
|