SRH Total Return Fund
STEW
STEW
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CYG
126
Clean Yield Group
Norwich,
Vermont
| $1 | – | – | – |
|
|
AA
127
AQR Arbitrage
Greenwich,
Connecticut
| – | -$2.54M | -137,083 | Closed |
|
|
IA
128
IFG Advisory
Atlanta,
Georgia
| – | -$654K | -35,248 | Closed |
|
129
Calamos Advisors
Naperville,
Illinois
| – | -$449K | -24,196 | Closed |
|
|
HWMO
130
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| – | -$368K | -19,856 | Closed |
|
|
DWM
131
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$318K | -17,145 | Closed |
|
132
Mariner
Overland Park,
Kansas
| – | -$186K | -10,058 | Closed |
|
133
JP Morgan Chase
New York
| – | -$117K | -6,320 | Closed |
|
|
OC
134
Optima Capital
Beaverton,
Oregon
| – | -$18.5K | -1,000 | Closed |
|
|
IIM
135
IFC & Insurance Marketing
Auburn,
California
| – | -$17K | -898 | Closed |
|
|
SIS
136
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$1.85K | -100 | Closed |
|
|
FIA
137
FNY Investment Advisers
New York
| – | +$356 | +20 | New |
|