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SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
101
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $5K | -$12K | -1,098 | -73% |
|
|
FAIM
102
Financial Advocates Investment Management
Olympia,
Washington
| – | -$359K | -33,300 | Closed |
|
103
Park Avenue Securities
New York
| – | -$273K | -24,980 | Closed |
|
104
Northern Trust
Chicago,
Illinois
| – | -$210K | -19,509 | Closed |
|
|
MHS
105
M Holdings Securities
Portland,
Oregon
| – | -$155K | -14,344 | Closed |
|
|
NEGWA
106
New England Guild Wealth Advisors
Avon,
Connecticut
| – | -$114K | -10,581 | Closed |
|
|
EWM
107
Executive Wealth Management
Brighton,
Michigan
| – | -$4K | -380 | Closed |
|
108
Tower Research Capital (TRC)
New York
| – | -$4K | -360 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | -$11 | -1 | -50% |
|
|
GSWM
110
Golden State Wealth Management
Santa Ana,
California
| – | +$274 | +25 | New |
|