We are live on ! Find out more
SWZ

Swiss Helvetia Fund

Name Holding Trade Value Shares
Change
Change in
Stake
YCM
26
Yakira Capital Management
Connecticut
$349K +$159K +11,237 +86%
TC
27
TFS Capital
Pennsylvania
$339K +$106K +7,459 +46%
GC
28
Guggenheim Capital
Illinois
$311K -$31.2K -2,201 -9%
U
29
UBS
Switzerland
$304K +$115K +8,106 +62%
BBHC
30
Brown Brothers Harriman & Co
New York
$287K +$283K +19,947 New
BC
31
Bartlett & Co
Ohio
$281K
Truist Financial
32
Truist Financial
North Carolina
$254K +$16.8K +1,183 +7%
AA
33
Ancora Advisors
Ohio
$251K -$77.1K -5,438 -24%
LPL Financial
34
LPL Financial
California
$224K +$221K +15,598 New
SSWM
35
Smith Salley Wealth Management
North Carolina
$197K +$17.2K +1,216 +10%
SCM
36
SOL Capital Management
Maryland
$176K +$10.6K +750 +7%
AP
37
Advisor Partners
California
$173K
CAN
38
Cetera Advisor Networks
California
$169K -$21.4K -1,510 -11%
WSFS
39
Wilmington Savings Fund Society
Delaware
$169K
Citigroup
40
Citigroup
New York
$156K +$107K +7,530 +229%
CT
41
CMT Trading
Illinois
$147K +$145K +10,235 New
GFM
42
Gramercy Funds Management
Connecticut
$77K -$23.6K -1,664 -24%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$61K -$17K -1,195 -22%
First Manhattan
44
First Manhattan
New York
$41K -$99.2K -6,994 -71%
TRCT
45
Tower Research Capital (TRC)
New York
$30K +$30K +2,118 New
WA
46
WFG Advisors
Texas
$28K +$1.83K +129 +7%
CFSG
47
Community Financial Services Group
Vermont
$24K +$23.3K +1,640 New
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$17K -$17.4K -1,229 -51%
Ameriprise
49
Ameriprise
Minnesota
$13K -$1.73K -122 -12%
US Bancorp
50
US Bancorp
Minnesota
$11K +$99 +7 +1%