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SWZ
Swiss Helvetia Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $57K | +$56.5K | +7,086 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $52K | +$18.9K | +2,374 | +59% |
|
28
UBS Group
Zurich,
Switzerland
| $48K | -$31.3K | -3,933 | -40% |
|
|
BBHC
29
Brown Brothers Harriman & Co
New York
| $36K | – | – | – |
|
30
JP Morgan Chase
New York
| $21K | – | – | – |
|
|
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $14.7K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $12K | +$11.5K | +1,448 | New |
|
|
BCWM
33
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $2.46K | – | – | – |
|
|
BC
34
Bartlett & Co
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
AGM
36
Alpine Global Management
New York
| – | -$2.2M | -278,797 | Closed |
|
|
W
37
WealthStone
Columbus,
Ohio
| – | -$1.21K | -153 | Closed |
|
38
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -101 | Closed |
|