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STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$333K -$73K -4,066 -18%
SWP
77
Stratos Wealth Partners
Ohio
$320K +$1.54K +86 +0.5%
DWM
78
Dakota Wealth Management
Florida
$318K
WFA
79
WestHill Financial Advisors
California
$300K
WA
80
Waverly Advisors
Alabama
$282K -$49.8K -2,774 -15%
WANY
81
Wealthspire Advisors (New York)
New York
$272K
NCM
82
Nitor Capital Management
New Jersey
$262K +$254K +14,151 New
GG
83
Greenwood Gearhart
Arkansas
$262K
Citadel Advisors
84
Citadel Advisors
Florida
$261K +$253K +14,056 New
HA
85
Hanover Advisors
South Carolina
$259K
SC
86
Stolper & Co
Oklahoma
$259K -$292K -16,241 -91%
HFA
87
High Falls Advisors
New York
$245K +$2.23K +124 +0.9%
BW
88
Basepoint Wealth
Iowa
$245K +$2.08K +116 +0.9%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$240K +$58.9K +3,279 +34%
HWM
90
Horizon Wealth Management
Illinois
$232K
DI
91
Decision Investments
California
$216K +$209K +11,641 New
SI
92
Stephens Inc
Arkansas
$215K
NFG
93
Nations Financial Group
Iowa
$213K -$8.98K -500 -4%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$208K -$1.8K -100 -0.9%
CP
95
Camelot Portfolios
Ohio
$201K
CLA
96
Carnegie Lake Advisors
New Jersey
$199K -$21.6K -1,200 -10%
SPIA
97
Steward Partners Investment Advisory
New York
$198K +$5.39K +300 +3%
Mariner
98
Mariner
Kansas
$186K -$25.5K -1,417 -12%
CSC
99
Caldwell Sutter Capital
California
$174K
CAM
100
Costello Asset Management
Pennsylvania
$157K -$14.9K -827 -9%