STEW
SRH Total Return Fund, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Jp Wealth Management, Inc. | $27.3M | 1.57M | 17.31% | -0.1% |
Blue Bell Private Wealth Management, Llc | $7M | 401.5K | 0.83% | +7.4% |
B. Riley Wealth Advisors, Inc. | $6.2M | 359.8K | 0.24% | -11.2% |
Matisse Capital | $3.9M | 226.0K | 1.02% | Unchanged |
Flagship Harbor Advisors, Llc | $3.9M | 225.5K | 0.15% | +5.3% |
Wolverine Asset Management Llc | $3.5M | 200.9K | 0.02% | +12.6% |
Thurston, Springer, Miller, Herd & Titak, Inc. | $3.5M | 200 | 0.01% | -91.8% |
Shaker Financial Services, Llc | $3.1M | 179.7K | 1.03% | -39.8% |
Srh Advisors, Llc | $2.5M | 144.8K | 0.65% | -12.2% |
Cambridge Investment Research Advisors, Inc. | $2.4M | 138.9K | 0.01% | +2.2% |
Uhlmann Price Securities, Llc | $2.4M | 137.1K | 0.13% | +19.9% |
Park Avenue Securities Llc | $1.6M | 93.8K | 0.01% | -2.5% |
D.A. Davidson & Co. | $1.4M | 81.8K | 0.01% | -2.3% |
Oppenheimer & Co Inc | $1.3M | 75.5K | 0.01% | +0.8% |
Kingswood Wealth Advisors, Llc | $1.3M | 72.8K | 0.05% | Unchanged |
Clear Creek Financial Management, Llc | $643K | 37.0K | 0.05% | -4.2% |
Grace & White Inc /Ny | $635K | 36.6K | 0.10% | Unchanged |
Commonwealth Equity Services, Llc | $555K | 32.0K | 0.00% | -1.7% |
Calamos Advisors Llc | $490K | 28.2K | 0.00% | New Position |
Kestra Advisory Services, Llc | $372K | 21.4K | 0.00% | +13.0% |
Nwf Advisory Services Inc. | $334K | 19.3K | 0.03% | Unchanged |
Heritage Wealth Management, Inc. | $333K | 19.2K | 0.08% | -3.3% |
Sather Financial Group Inc | $333K | 19.2K | 0.02% | Unchanged |
Stolper Co | $306K | 17.6K | 0.08% | Unchanged |
Smithbridge Asset Management Inc/De | $300K | 17.3K | 0.04% | New Position |
Sage Capital Management, Llc | $288K | 16.6K | 0.11% | +47.4% |
Westhill Financial Advisors, Inc. | $281K | 16.2K | 0.05% | Unchanged |
Post Resch Tallon Group Inc. | $250K | 14.4K | 0.17% | New Position |
Greenwood Gearhart Llc | $245K | 14.1K | 0.01% | Unchanged |
Integrated Capital Management, Inc. | $226K | 13.0K | 0.16% | -12.4% |
Horizon Wealth Management, Llc | $217K | 12.5K | 0.03% | Unchanged |
Decision Investments, Inc | $202K | 11.6K | 0.18% | Unchanged |
Creative Planning | $185K | 10.7K | 0.00% | New Position |
Lanark Financial, Inc. | $147K | 8.5K | 0.01% | +0.6% |
Costello Asset Management, Inc | $117K | 6.8K | 0.04% | -0.9% |
Financial Consulate, Inc | $106K | 6.1K | 0.01% | +1.1% |
Jnba Financial Advisors | $17K | 1.0K | 0.00% | New Position |
Lodestone Wealth Management Llc | $3K | 200 | 0.00% | Unchanged |
Northavenue Llc | $3K | 184 | 0.00% | Unchanged |
Asset Dedication, Llc | $3K | 184 | 0.00% | Unchanged |
Assetmark, Inc | $3K | 167 | 0.00% | -54.3% |
Root Financial Partners, Llc | $1K | 75 | 0.00% | New Position |
Clean Yield Group | $1 | 0 | 0.00% | Unchanged |