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SWZ

Swiss Helvetia Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
-$214K -15,061 Closed
CFSG
52
Community Financial Services Group
Vermont
-$23K -1,640 Closed
OIA
53
Optimum Investment Advisors
Illinois
-$12K -844 Closed
WF
54
WealthTrust Fairport
Ohio
-$7K -499 Closed
Creative Planning
55
Creative Planning
Kansas
-$3K -200 Closed