Swiss Helvetia Fund
SWZ
SWZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $11K | – | – | – |
|
|
TF
52
Tompkins Financial
Ithaca,
New York
| $5K | – | – | – |
|
|
NSIM
53
North Star Investment Management
Chicago,
Illinois
| $4K | – | – | – |
|
54
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
BC
55
Bartlett & Co
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
PMFA
56
Plante Moran Financial Advisors
Southfield,
Michigan
| $1K | +$949 | +91 | New |
|
|
LCM
57
Landscape Capital Management
Englewood,
New Jersey
| – | -$609K | -58,886 | Closed |
|
|
DA
58
Doliver Advisors
Houston,
Texas
| – | -$331K | -32,027 | Closed |
|
59
Bank of New York Mellon
New York
| – | -$109K | -10,514 | Closed |
|
|
RJFSA
60
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$107K | -10,307 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$25K | -2,372 | Closed |
|
|
MA
62
MUFG Americas
New York
| – | -$16K | -1,594 | Closed |
|