We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.8M +$90.1K +5,013 +0.2%
JWM
2
JP Wealth Management
South Carolina
$27.4M +$3.94M +219,432 +17%
BI
3
Bulldog Investors
New Jersey
$23.1M +$2.27M +126,241 +11%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$17.3M -$343K -19,086 -2%
1CP
5
1607 Capital Partners
Virginia
$16.1M +$1.17M +64,950 +8%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$12.2M -$62.6K -3,483 -0.5%
CL
7
CSS LLC
Illinois
$8.56M +$3.23K +180 +0%
GC
8
GatePass Capital
Ohio
$8.06M +$3.59K +200 +0%
BRWA
9
B. Riley Wealth Advisors
Florida
$7.39M -$103K -5,715 -1%
LPL Financial
10
LPL Financial
California
$7.3M +$2.16M +120,366 +44%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$7.08M +$118K +6,551 +2%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$6.06M +$467K +25,972 +9%
Bank of America
13
Bank of America
North Carolina
$5.15M -$317K -17,651 -6%
KIM
14
Karpus Investment Management
New York
$5.1M -$196K -10,927 -4%
QC
15
Quantedge Capital
Singapore
$4.28M +$189K +10,500 +5%
Cohen & Steers
16
Cohen & Steers
New York
$4.19M
Raymond James Financial
17
Raymond James Financial
Florida
$4.05M +$449K +24,977 +13%
FHA
18
Flagship Harbor Advisors
Massachusetts
$3.86M -$29.4K -1,639 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.62M +$58.9K +3,277 +2%
SA
20
SRH Advisors
Kansas
$3.5M +$2.3K +128 +0.1%
WPA
21
Winning Points Advisors
Florida
$3.41M +$3.31M +184,162 New
MC
22
Matisse Capital
Oregon
$3.34M
RL
23
RPO LLC
Connecticut
$3.13M
EPW
24
Evolve Private Wealth
California
$2.96M +$2.87M +159,690 New
KFG
25
Kingdom Financial Group
Arizona
$2.86M +$2.78M +154,509 New