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HERZ

Herzfeld Credit Income Fund
HERZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$7.5M +$5.81M +244,591 +430%
MC
2
Matisse Capital
Oregon
$2.5M +$1.86M +78,222 +351%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$2.46M +$2.07M +86,889 +721%
CL
4
CSS LLC
Illinois
$1.45M +$1.29M +54,416 +1,428%
YCM
5
Yakira Capital Management
Connecticut
$1.2M +$1.15M +48,239 New
LSC
6
Logan Stone Capital
Illinois
$642K +$501K +21,097 +449%
LCM
7
Landscape Capital Management
New Jersey
$634K +$556K +23,396 +1,123%
CCC
8
Cable Car Capital
California
$630K +$602K +25,306 New
CCP
9
Clough Capital Partners
Massachusetts
$528K +$331K +13,944 +191%
LNC
10
Lincoln National Corp
Pennsylvania
$239K +$105K +4,416 +85%
HHGC
11
Hunting Hill Global Capital
New York
$230K +$220K +9,249 New
TFCP
12
Twin Focus Capital Partners
Massachusetts
$183K +$137K +5,784 +371%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$150K +$74.5K +3,135 +108%
LCS
14
Levin Capital Strategies
New York
$139K +$133K +5,587 New
IF
15
Intrua Financial
Texas
$67.5K +$64.5K +2,715 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$66K +$9.55K +402 +18%
VF
17
Virtu Financial
New York
$32K +$30.6K +1,288 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26K +$8.68K +365 +53%
Morgan Stanley
19
Morgan Stanley
New York
$13.2K -$666 -28 -5%
CHA
20
Carmichael Hill & Associates
Maryland
$5.3K +$5.06K +213 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.38K +100 +111%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.33K -$119 -5 -5%
Wells Fargo
23
Wells Fargo
California
$3 -$14K -589 Closed
WAM
24
Wolverine Asset Management
Illinois
– -$357K -12,558 Closed
AGM
25
Alpine Global Management
New York
– -$251K -8,812 Closed
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