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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
101
Bay Colony Advisors
Concord,
Massachusetts
| – | -$163K | -17,703 | Closed |
|
|
FAIM
102
Financial Advocates Investment Management
Olympia,
Washington
| – | -$129K | -14,056 | Closed |
|
|
WT
103
Whittier Trust
South Pasadena,
California
| – | -$125K | -13,534 | Closed |
|
104
LPL Financial
San Diego,
California
| – | -$109K | -11,839 | Closed |
|
|
VWM
105
Vigilare Wealth Management
Scottsdale,
Arizona
| – | -$102K | -11,120 | Closed |
|
106
Geode Capital Management
Boston,
Massachusetts
| – | -$99K | -10,845 | Closed |
|
|
SSB
107
Sandy Spring Bank
Olney,
Maryland
| – | -$37K | -4,000 | Closed |
|
|
TRCT
108
Tower Research Capital (TRC)
New York
| – | -$12K | -1,286 | Closed |
|
109
Fidelity Investments
Boston,
Massachusetts
| – | +$9 | +1 | +100% |
|