We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
76
9258 Wealth Management
Ohio
$136K +$601 +44 +0.4%
MA
77
Montag & Associates
Georgia
$105K
SBL
78
Sargent Bickham Lagudis
Colorado
$79K +$41 +3 +0%
FIA
79
FNY Investment Advisers
New York
$75K -$88.1K -6,450 -53%
SPIA
80
Steward Partners Investment Advisory
New York
$55K +$191 +14 +0.3%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$28K -$252K -18,460 -90%
APA
82
American Portfolios Advisors
New York
$24K +$164 +12 +0.7%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$22K -$54.8K -4,014 -71%
HI
84
Harbour Investments
Wisconsin
$20K -$13.9K -1,018 -41%
AF
85
Advisornet Financial
Minnesota
$19K
GWM
86
Geneos Wealth Management
Colorado
$18K
MA
87
MCF Advisors
Kentucky
$14K
GRP
88
Global Retirement Partners
California
$12K
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$11K
FWM
90
Focused Wealth Management
New York
$11K +$82 +6 +0.7%
CCC
91
Crescent Capital Consulting
Louisiana
$7K
AWM
92
Accel Wealth Management
Iowa
$3K +$14 +1 +0.5%
Citigroup
93
Citigroup
New York
$1K -$467K -34,212 -100%
FBT
94
First Bank & Trust
South Dakota
$1K
US Bancorp
95
US Bancorp
Minnesota
$1K
AA
96
AQR Arbitrage
Connecticut
-$269K -19,880 Closed
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
-$35K -2,596 Closed