We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SKK
76
Shepherd Kaplan Krochuk
Massachusetts
$137K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$131K -$18.4K -1,616 -13%
CNB
78
Camden National Bank
Maine
$131K
GPFA
79
Game Plan Financial Advisors
Ohio
$130K +$125K +11,000 New
CP
80
Camelot Portfolios
Ohio
$128K
HFA
81
High Falls Advisors
New York
$125K +$1.08K +95 +0.9%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$118K +$114K +10,000 New
SBL
83
Sargent Bickham Lagudis
Colorado
$86K +$21K +1,846 +34%
PA
84
Parallel Advisors
California
$85K
AF
85
Advisornet Financial
Minnesota
$78K +$535 +47 +0.7%
GWM
86
Geneos Wealth Management
Colorado
$51K +$17.1K +1,500 +52%
SPIA
87
Steward Partners Investment Advisory
New York
$49K +$11.6K +1,016 +32%
RFM
88
Royal Fund Management
Florida
$31K -$1.5K -132 -5%
CHAM
89
Clear Harbor Asset Management
Connecticut
$29.5K +$28.5K +2,500 New
US Bancorp
90
US Bancorp
Minnesota
$25K -$11.4K -1,000 -32%
APA
91
American Portfolios Advisors
New York
$20.4K +$148 +13 +0.8%
VFA
92
Valeo Financial Advisors
Indiana
$18K +$17.5K +1,533 New
RIA
93
RPG Investment Advisory
California
$17K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$14K
WCG
95
Weaver Consulting Group
California
$9K
FWM
96
Focused Wealth Management
New York
$9K +$80 +7 +0.9%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$4.56K +400 +100%
SFS
98
Sowell Financial Services
Arkansas
$1K -$11 -1 -2%
WAM
99
Wolverine Asset Management
Illinois
-$2.59M -231,398 Closed
AA
100
AQR Arbitrage
Connecticut
-$221K -19,694 Closed