Sequoia Financial Advisors, LLC

Position in CLM — Cornerstone Strategic Investment Fund, Inc.

CIK 1599900 Akron, OH

Position in CLM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$161,784

+$5,992 QoQ

Shares Held

21,400

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#72

of 145 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. CLM ranks #51 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,185,621	$50,495,598
2	BLK	BlackRock, Inc.	49,801	$47,886,649
3	BX	Blackstone Inc.	245,370	$28,872,687
4	BAM	Brookfield Asset Management Ltd.	281,732	$12,635,680
5	APO	Apollo Global Management, Inc.	75,576	$8,941,396
6	NTRS	Northern Trust Corp	22,309	$3,878,196
7	AMP	Ameriprise Financial Inc	7,978	$3,659,987
8	STT	State Street Corp	20,639	$3,500,374

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,784	21,400	0.0%	Shares	Sole	2026-07-17
2026-03-31	$155,792	21,400	0.0%	Shares	Sole	2026-04-30
2025-12-31	$178,904	21,400	0.0%	Shares	Sole	2026-02-03
2025-09-30	$177,192	21,400	0.0%	Shares	Sole	2025-10-29
2025-06-30	$173,768	21,400	-2.7%	Shares	Sole	2025-07-25
2025-03-31	$160,886	22,000	+2.8%	Shares	Sole	2025-04-23
2024-12-31	$180,930	21,400	0.0%	Shares	Sole	2025-08-08
2024-09-30	$161,764	21,400	-45.1%	Shares	Sole	2024-10-21
2020-03-31	$311,324	38,954	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.