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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $25K | – | – | – |
|
|
HCM
77
Highlander Capital Management
Short Hills,
New Jersey
| $15K | – | – | – |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| $15K | – | – | – |
|
|
NFG
79
Next Financial Group
Houston,
Texas
| $12K | -$64.6K | -6,824 | -85% |
|
80
US Bancorp
Minneapolis,
Minnesota
| $10K | +$9.47K | +1,000 | New |
|
|
FWM
81
Focused Wealth Management
Newburgh,
New York
| $7K | +$66 | +7 | +1% |
|
|
BWA
82
BDO Wealth Advisors
Jacksonville,
Florida
| $2K | – | – | – |
|
|
KIM
83
Karpus Investment Management
Pittsford,
New York
| – | -$7.65M | -822,281 | Closed |
|
84
LPL Financial
San Diego,
California
| – | -$1.11M | -119,785 | Closed |
|
|
ST
85
Sentinel Trust
Houston,
Texas
| – | -$432K | -46,443 | Closed |
|
|
SI
86
SII Investments
Appleton,
Wisconsin
| – | -$316K | -34,020 | Closed |
|
87
Millennium Management
New York
| – | -$280K | -30,100 | Closed |
|
|
CBN
88
Cadence Bank NA
Houston,
Texas
| – | -$113K | -12,173 | Closed |
|
|
LA
89
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$5K | -609 | Closed |
|