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STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$147K
CP
77
Camelot Portfolios
Ohio
$138K -$18.3K -1,488 -12%
MOS
78
MGO One Seven
Ohio
$134K -$16.6K -1,350 -11%
GC
79
Guggenheim Capital
Illinois
$133K -$1.67K -136 -1%
TA
80
Tactive Advisors
Florida
$132K +$128K +10,402 New
MPCG
81
Matrix Private Capital Group
New York
$131K
MA
82
Montag & Associates
Georgia
$102K
JP Morgan Chase
83
JP Morgan Chase
New York
$94K +$90.7K +7,368 New
EC
84
Elequin Capital
New York
$87.1K +$84.4K +6,856 New
SBL
85
Sargent Bickham Lagudis
Colorado
$76.7K +$62 +5 +0.1%
GRP
86
Global Retirement Partners
California
$67.4K +$53.7K +4,362 +462%
SPIA
87
Steward Partners Investment Advisory
New York
$64.1K +$234 +19 +0.4%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$37K +$357 +29 +1%
IA
89
IFP Advisors
Florida
$29K -$135 -11 -0.4%
AP
90
Atwood & Palmer
Missouri
$19.9K
AF
91
Advisornet Financial
Minnesota
$18K
CSPIA
92
Cary Street Partners Investment Advisory
Virginia
$16.7K +$16.2K +1,313 New
Bessemer Group
93
Bessemer Group
New Jersey
$16K +$2.44K +198 +19%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$14K
MA
95
MCF Advisors
Kentucky
$13.5K
FWM
96
Focused Wealth Management
New York
$11.1K +$98 +8 +0.9%
MPCL
97
My Personal CFO LLC
Washington
$6.16K +$5.97K +485 New
AWM
98
Accel Wealth Management
Iowa
$2.74K +$25 +2 +0.9%
ADL
99
Asset Dedication LLC
California
$2K
EWA
100
EverSource Wealth Advisors
Alabama
$1.8K