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SWZ
Swiss Helvetia Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TJHA
51
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $17K | – | – | – |
|
52
Ameriprise
Minneapolis,
Minnesota
| $13K | – | – | – |
|
53
US Bancorp
Minneapolis,
Minnesota
| $11K | – | – | – |
|
|
WTB
54
Washington Trust Bank
Spokane,
Washington
| $10K | +$10.2K | +707 | New |
|
|
NSIM
55
North Star Investment Management
Chicago,
Illinois
| $8K | – | – | – |
|
|
TF
56
Tompkins Financial
Ithaca,
New York
| $4K | – | – | – |
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.08M | -144,967 | Closed |
|
58
JP Morgan Chase
New York
| – | -$1.68M | -116,752 | Closed |
|
59
Creative Planning
Overland Park,
Kansas
| – | +$244 | +17 | New |
|