We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$231K +$1.22K +76 +0.5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$229K
ICMP
78
Integrated Capital Management (Pennsylvania)
Pennsylvania
$225K -$80 -5 -0%
HA
79
Hanover Advisors
South Carolina
$224K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$216K +$114K +7,065 +110%
HFA
81
High Falls Advisors
New York
$204K +$1.78K +111 +0.9%
BW
82
Basepoint Wealth
Iowa
$204K +$205K +12,730 New
HWM
83
Horizon Wealth Management
Illinois
$200K
TJHA
84
Thomas J. Herzfeld Advisors
Florida
$198K +$48 +3 +0%
AIA
85
Absolute Investment Advisers
Florida
$197K +$198K +12,300 New
HVP
86
Hudson Value Partners
Florida
$196K
MMG
87
Monetary Management Group
Missouri
$192K
NFG
88
Nations Financial Group
Iowa
$192K
SI
89
Stephens Inc
Arkansas
$186K
SPIA
90
Steward Partners Investment Advisory
New York
$183K +$124K +7,692 +208%
CP
91
Camelot Portfolios
Ohio
$174K
CSC
92
Caldwell Sutter Capital
California
$172K
BMM
93
Buffington Mohr McNeal
Idaho
$171K +$172K +10,703 New
Jones Financial Companies
94
Jones Financial Companies
Missouri
$148K +$3.9K +243 +3%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$126K +$31.9K +1,984 +34%
CAM
96
Creekmur Asset Management
Illinois
$111K -$1.91K -119 -2%
SWM
97
Sugarloaf Wealth Management
Georgia
$102K -$589K -36,633 -85%
JP Morgan Chase
98
JP Morgan Chase
New York
$101K
GPFA
99
Game Plan Financial Advisors
Ohio
$95.8K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$92K