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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.05M | -105,009 | Closed |
|
|
WS
102
Wedbush Securities
Los Angeles,
California
| – | -$217K | -21,744 | Closed |
|
|
AAS
103
Avantax Advisory Services
Dallas,
Texas
| – | -$201K | -20,106 | Closed |
|
|
SCM
104
Southport Capital Management
Chattanooga,
Tennessee
| – | -$143K | -14,344 | Closed |
|
|
RFA
105
Reilly Financial Advisors
La Mesa,
California
| – | -$30K | -3,000 | Closed |
|
|
CHAM
106
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$20K | -2,000 | Closed |
|
|
WCG
107
Weaver Consulting Group
Huntington Beach,
California
| – | -$18K | -1,780 | Closed |
|
|
BCA
108
Berman Capital Advisors
Atlanta,
Georgia
| – | -$16K | -1,655 | Closed |
|
|
RIA
109
RPG Investment Advisory
Pleasanton,
California
| – | -$14K | -1,400 | Closed |
|
|
JC
110
JBF Capital
Aspen,
Colorado
| – | -$12K | -1,200 | Closed |
|
|
WLPWM
111
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$410 | -39 | -49% |
|