STEW icon

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$250K +$1.44K +87 +0.6%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$245K +$2.7K +163 +1%
HA
78
Hanover Advisors
South Carolina
$241K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$232K – – –
HFA
80
High Falls Advisors
New York
$222K +$2.1K +127 +1%
BW
81
Basepoint Wealth
Iowa
$222K +$1.97K +119 +0.9%
HWM
82
Horizon Wealth Management
Illinois
$216K – – –
HVP
83
Hudson Value Partners
Florida
$211K – – –
NFG
84
Nations Financial Group
Iowa
$207K – – –
SI
85
Stephens Inc
Arkansas
$200K – – –
CP
86
Camelot Portfolios
Ohio
$187K – – –
CSC
87
Caldwell Sutter Capital
California
$185K – – –
BMM
88
Buffington Mohr McNeal
Idaho
$185K – – –
Jones Financial Companies
89
Jones Financial Companies
Missouri
$169K +$10.3K +625 +7%
NS
90
NBC Securities
Alabama
$164K +$158K +9,522 +105,800%
CAM
91
Costello Asset Management
Pennsylvania
$154K +$148K +8,931 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$136K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$130K -$63.6K -3,842 -34%
CAM
94
Creekmur Asset Management
Illinois
$121K +$910 +55 +0.8%
JP Morgan Chase
95
JP Morgan Chase
New York
$109K – – –
GPFA
96
Game Plan Financial Advisors
Ohio
$104K – – –
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$99K +$827 +50 +0.9%
Comerica Bank
98
Comerica Bank
Texas
$71.1K -$1.23K -74 -2%
NRG
99
Nemes Rush Group
Michigan
$63.4K +$596 +36 +1%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$34.5K – – –