SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
PFG Advisors
Phoenix,
Arizona
| – | -$167K | -12,550 | Closed |
|
|
IC
102
IEQ Capital
Foster City,
California
| – | -$136K | -10,259 | Closed |
|
|
MA
103
Montag & Associates
Atlanta,
Georgia
| – | -$106K | -8,009 | Closed |
|
|
CAS
104
Coppell Advisory Solutions
Coppell,
Texas
| – | -$15.7K | -1,200 | Closed |
|
|
EWA
105
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.89K | -142 | Closed |
|
106
Fidelity Investments
Boston,
Massachusetts
| – | -$13 | -1 | Closed |
|