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SWZ
Swiss Helvetia Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $20K | – | – | – |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $14.4K | – | – | – |
|
28
AssetMark Inc
Concord,
California
| $14K | – | – | – |
|
|
WOSD
29
WFA of San Diego
San Diego,
California
| $12K | +$12.9K | +1,536 | New |
|
|
NSIM
30
North Star Investment Management
Chicago,
Illinois
| $11K | – | – | – |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| $8K | -$84 | -10 | -0.9% |
|
|
CA
32
Cornerstone Advisors
Asheville,
North Carolina
| – | -$353K | -38,322 | Closed |
|
|
RJA
33
Raymond James & Associates
St Petersburg,
Florida
| – | -$254K | -27,552 | Closed |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -292 | Closed |
|