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icono de HERZ

Herzfeld Credit Income Fund
HERZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Thomas J. Herzfeld Advisors
1
Thomas J. Herzfeld Advisors
Florida
USD 2.58 M – – –
Doliver Advisors
2
Doliver Advisors
Texas
USD 581 k +USD 436 k +8,632 +239%
LPL Financial
3
LPL Financial
California
USD 204 k -USD 214 k -4,227 -49%
Raymond James & Associates
4
Raymond James & Associates
Florida
USD 168 k +USD 46.2 k +915 +35%
Bennicas & Associates
5
Bennicas & Associates
California
USD 107 k – – –
Compagnie Lombard Odier SCmA
6
Compagnie Lombard Odier SCmA
Switzerland
USD 102 k – – –
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
USD 62 k -USD 12.3 k -244 -16%
Morgan Stanley
8
Morgan Stanley
New York
USD 53 k -USD 15.2 k -301 -21%
Creative Planning
9
Creative Planning
Kansas
USD 46 k +USD 455 +9 +0.9%
Bank of America
10
Bank of America
North Carolina
USD 42 k -USD 6.97 k -138 -13%
IFP Advisors
11
IFP Advisors
Florida
USD 39 k +USD 41.8 k +828 Nuevas
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 24 k – – –
UBS Group
13
UBS Group
Switzerland
USD 22 k +USD 10.9 k +215 +82%
Sandy Spring Bank
14
Sandy Spring Bank
Maryland
USD 16 k – – –
US Bancorp
15
US Bancorp
Minnesota
USD 13 k – – –
Citigroup
16
Citigroup
New York
USD 6 k – – –
Deutsche Bank
17
Deutsche Bank
Germany
USD 6 k – – –
Kistler-Tiffany Companies
18
Kistler-Tiffany Companies
Pennsylvania
USD 5 k – – –
Tower Research Capital (TRC)
19
Tower Research Capital (TRC)
New York
USD 4 k +USD 3.89 k +77 Nuevas
Wells Fargo
20
Wells Fargo
California
USD 2 k -USD 16.9 k -335 -87%
Virtu KCG Holdings
21
Virtu KCG Holdings
New York
– -USD 164 k -3,021 Cerradas
TC
22
TFS Capital
Pennsylvania
– -USD 128 k -2,358 Cerradas
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
– -USD 1 k -26 Cerradas