We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
76
NWF Advisory Services
California
$157K
SI
77
Stephens Inc
Arkansas
$154K
CP
78
Camelot Portfolios
Ohio
$144K
WS
79
Wedbush Securities
California
$141K -$2.83K -223 -2%
TA
80
Tactive Advisors
Florida
$138K
MPCG
81
Matrix Private Capital Group
New York
$137K
IC
82
IEQ Capital
California
$136K +$130K +10,259 New
MA
83
Montag & Associates
Georgia
$106K
JP Morgan Chase
84
JP Morgan Chase
New York
$83.9K -$240K -18,954 -75%
GRP
85
Global Retirement Partners
California
$71.6K
SPIA
86
Steward Partners Investment Advisory
New York
$41.2K
EC
87
Elequin Capital
New York
$23.1K -$76K -5,988 -78%
HNB
88
Huntington National Bank
Ohio
$23.1K
Bessemer Group
89
Bessemer Group
New Jersey
$18K -$457 -36 -3%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$17.4K
CAS
91
Coppell Advisory Solutions
Texas
$15.7K +$15.2K +1,200 New
MA
92
MCF Advisors
Kentucky
$14.1K
NSG
93
Nalls Sherbakoff Group
Tennessee
$12.9K
FWM
94
Focused Wealth Management
New York
$11.8K +$102 +8 +0.9%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.29K +259 New
ADL
96
Asset Dedication LLC
California
$2K
EWA
97
EverSource Wealth Advisors
Alabama
$1.89K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$13 +$13 +1 New
CYG
99
Clean Yield Group
Vermont
$1
WPA
100
Winning Points Advisors
Florida
-$2.04M -166,004 Closed