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STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$98.6K -$178 -10 -0.2%
CTA
102
Colonial Trust Advisors
South Carolina
$90.4K +$94K +5,289 New
RIL
103
Rothschild Investment LLC
Illinois
$85.5K +$88.9K +5,000 New
NRG
104
Nemes Rush Group
Michigan
$65.4K +$764 +43 +1%
TSMHT
105
Thurston Springer Miller Herd & Titak
Indiana
$40.2K +$2.69K +151 +7%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$29.4K +$338 +19 +1%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$26.3K +$27.4K +1,539 New
MA
108
MCF Advisors
Kentucky
$18.1K
GPFA
109
Game Plan Financial Advisors
Ohio
$17.1K
MTI
110
Merrithew & Thorsten Inc
California
$15K +$178 +10 +1%
KG
111
Kilter Group
New York
$12.5K +$142 +8 +1%
AF
112
Allworth Financial
California
$8.69K +$8.89K +500 +6,250%
AF
113
Advisornet Financial
Minnesota
$8.55K
HI
114
Harbour Investments
Wisconsin
$7.87K +$8.18K +460 New
PWPS
115
Pinnacle Wealth Planning Services
Ohio
$5.63K -$13K -731 -69%
NSG
116
Nalls Sherbakoff Group
Tennessee
$5.33K
MCM
117
MAI Capital Management
Ohio
$3.83K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.76K -$81K -4,554 -95%
WA
119
WPG Advisers
Maryland
$3.57K -$3.91K -220 -51%
LWM
120
Lodestone Wealth Management
Washington
$3.42K
ADL
121
Asset Dedication LLC
California
$3.15K
NL
122
NorthAvenue LLC
Ohio
$3.15K
AssetMark Inc
123
AssetMark Inc
California
$2.86K
RFP
124
Root Financial Partners
California
$1.28K +$1.33K +75 New
FFA
125
Farther Finance Advisors
California
$311