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Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
American Capital Advisory
Idaho
$13K – – –
FGC
202
Financial Gravity Companies
Texas
$11.3K +$11.2K +2,000 New
GEA
203
Glen Eagle Advisors
New Jersey
$10.8K – – –
GWP
204
Gen-Wealth Partners
Michigan
$10.8K -$6.71K -1,200 -39%
IA
205
IFP Advisors
Florida
$9.45K -$22.4K -4,008 -71%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$8.28K +$8.24K +1,473 New
SWA
207
SOA Wealth Advisors
New York
$6.79K – – –
TJHA
208
Thomas J. Herzfeld Advisors
Florida
$6.38K +$162 +29 +3%
SWIM
209
Smallwood Wealth Investment Management
New Jersey
$6.37K – – –
CB
210
Community Bank
New York
$5.66K – – –
SWM
211
Spire Wealth Management
Virginia
$5.66K – – –
HI
212
Harbour Investments
Wisconsin
$4.44K +$2.54K +454 +137%
MLA
213
MB, Levis & Associates
Pennsylvania
$4.22K +$4.17K +745 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.18K – – –
AssetMark Inc
215
AssetMark Inc
California
$3.67K – – –
HWP
216
Highline Wealth Partners
California
$2.83K – – –
SWM
217
SHP Wealth Management
Massachusetts
$2.83K +$2.8K +500 New
BTI
218
Blue Trust Inc
Georgia
$2.33K +$2.3K +411 New
PWMG
219
Prestige Wealth Management Group
New Jersey
$1.94K – – –
FFA
220
Frazier Financial Advisors
Ohio
$1.85K – – –
KFI
221
Key Financial Inc
Pennsylvania
$566 – – –
LFG
222
Larson Financial Group
Missouri
$453 +$447 +80 New
GRP
223
Global Retirement Partners
California
$395 +$391 +70 New
IAA
224
Independent Advisor Alliance
North Carolina
– -$2.27M -405,588 Closed
BFM
225
Boothbay Fund Management
New York
– -$1.97M -352,055 Closed