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Gabelli Equity Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M +$381K +68,006 +3%
LPL Financial
2
LPL Financial
California
$12.7M +$338K +60,469 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.64M +$121K +21,587 +1%
Bank of America
4
Bank of America
North Carolina
$9.56M -$1.21M -215,542 -12%
PTC
5
Philadelphia Trust Company
Pennsylvania
$6.73M -$18.2K -3,250 -0.3%
GI
6
GAMCO Investors
Connecticut
$4.91M -$217K -38,734 -4%
Wells Fargo
7
Wells Fargo
California
$4.04M -$153K -27,430 -4%
Cohen & Steers
8
Cohen & Steers
New York
$3.96M
BWM
9
BerganKDV Wealth Management
Minnesota
$3.62M +$4.61K +824 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.46M +$310K +55,490 +10%
LOPW
11
Live Oak Private Wealth
North Carolina
$2.98M
CAN
12
Cetera Advisor Networks
California
$2.9M +$803K +143,500 +40%
MGWM
13
Marks Group Wealth Management
Minnesota
$2.69M
Osaic Holdings
14
Osaic Holdings
Arizona
$2.66M +$43.1K +7,694 +2%
UBS Group
15
UBS Group
Switzerland
$2.43M +$83.4K +14,911 +4%
SC
16
Scotia Capital
Ontario, Canada
$2.13M +$146K +26,168 +8%
AWM
17
Accel Wealth Management
Iowa
$1.74M +$154K +27,591 +10%
IFG
18
Independent Financial Group
California
$1.7M +$155K +27,674 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.69M -$127K -22,672 -7%
RJA
20
Raymond James & Associates
Florida
$1.45M +$73.2K +13,090 +6%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.06M -$470 -84 -0%
AWS
22
Atria Wealth Solutions
New York
$1.05M +$42.1K +7,519 +4%
AAM
23
Advisors Asset Management
Colorado
$987K -$107K -19,164 -10%
SPIA
24
Steward Partners Investment Advisory
New York
$925K +$270K +48,338 +43%
PAG
25
Private Advisor Group
New Jersey
$875K +$28.1K +5,027 +3%