We are live on ! Find out more
HERZ icon

Herzfeld Credit Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Thomas J. Herzfeld Advisors
1
Thomas J. Herzfeld Advisors
Florida
$2.96M +$18.2K +373 +0.7%
LPL Financial
2
LPL Financial
California
$468K -$356K -7,280 -46%
Doliver Advisors
3
Doliver Advisors
Texas
$196K +$176K +3,609 New
Virtu KCG Holdings
4
Virtu KCG Holdings
New York
$164K +$148K +3,021 New
Raymond James & Associates
5
Raymond James & Associates
Florida
$143K +$129K +2,635 New
TC
6
TFS Capital
Pennsylvania
$128K +$115K +2,358 New
Bennicas & Associates
7
Bennicas & Associates
California
$123K – – –
Compagnie Lombard Odier SCmA
8
Compagnie Lombard Odier SCmA
Switzerland
$114K +$2.54K +52 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$84K +$75.6K +1,546 New
Morgan Stanley
10
Morgan Stanley
New York
$77K -$3.62K -74 -5%
Bank of America
11
Bank of America
North Carolina
$56K -$42.7K -874 -46%
Creative Planning
12
Creative Planning
Kansas
$53K – – –
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
$27K +$23.3K +477 +1,767%
Wells Fargo
14
Wells Fargo
California
$21K -$8.9K -182 -32%
Sandy Spring Bank
15
Sandy Spring Bank
Maryland
$19K – – –
US Bancorp
16
US Bancorp
Minnesota
$15K – – –
UBS Group
17
UBS Group
Switzerland
$14K -$17.5K -358 -58%
Citigroup
18
Citigroup
New York
$7K – – –
Deutsche Bank
19
Deutsche Bank
Germany
$7K – – –
Kistler-Tiffany Companies
20
Kistler-Tiffany Companies
Pennsylvania
$5K +$98 +2 +2%
Geneos Wealth Management
21
Geneos Wealth Management
Colorado
$1K +$1.27K +26 New
IFP Advisors
22
IFP Advisors
Florida
– -$244K -4,760 Closed
Formidable Asset Management
23
Formidable Asset Management
Ohio
– -$99K -1,933 Closed
US Financial Advisors
24
US Financial Advisors
Massachusetts
– -$80K -1,546 Closed
Tower Research Capital (TRC)
25
Tower Research Capital (TRC)
New York
– -$1K -12 Closed