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STEW
SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
126
Farther Finance Advisors
San Francisco,
California
| $322 | – | – | – |
|
|
AF
127
Allworth Financial
Folsom,
California
| $146 | -$8.83K | -500 | -98% |
|
|
KG
128
Kilter Group
Rhinebeck,
New York
| $17 | -$12.9K | -728 | -100% |
|
|
CYG
129
Clean Yield Group
Norwich,
Vermont
| $1 | – | – | – |
|
|
LAS
130
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$2.65M | -154,836 | Closed |
|
|
IAA
131
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.03M | -60,360 | Closed |
|
|
KIM
132
Karpus Investment Management
Pittsford,
New York
| – | -$503K | -29,393 | Closed |
|
133
Creative Planning
Overland Park,
Kansas
| – | -$250K | -14,609 | Closed |
|
134
Citadel Advisors
Miami,
Florida
| – | -$173K | -10,124 | Closed |
|
|
RIL
135
Rothschild Investment LLC
Chicago,
Illinois
| – | -$85.5K | -5,000 | Closed |
|
|
MCM
136
MAI Capital Management
Independence,
Ohio
| – | -$3.83K | -224 | Closed |
|
|
RFP
137
Root Financial Partners
Encinitas,
California
| – | -$1.28K | -75 | Closed |
|