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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cerity Partners
New York
| – | -$99K | -10,500 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19K | -2,041 | Closed |
|
|
VFA
103
Valeo Financial Advisors
Carmel,
Indiana
| – | -$11K | -1,168 | Closed |
|
|
TFA
104
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$9K | -929 | Closed |
|
|
OPS
105
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1K | -151 | Closed |
|
|
HFA
106
High Falls Advisors
Rochester,
New York
| – | +$1.12K | +112 | +1% |
|