We are live on ! Find out more
GGZ

Gabelli Global Small and Mid-Cap Value Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
Atlas Wealth
Ohio
$6.97M +$7.08M +613,069 New
Morgan Stanley
2
Morgan Stanley
New York
$3.78M -$109K -9,403 -3%
PMG
3
Private Management Group
California
$3.36M -$13.7K -1,189 -0.4%
Bank of America
4
Bank of America
North Carolina
$3.25M +$301K +26,056 +10%
GCIA
5
Gabelli & Co Investment Advisers
New York
$934K
UBS Group
6
UBS Group
Switzerland
$926K -$25.3K -2,191 -3%
SFS
7
Shaker Financial Services
Virginia
$926K +$43.3K +3,746 +5%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$921K +$72.2K +6,250 +8%
1WA
9
180 Wealth Advisors
Washington
$912K +$99.8K +8,641 +12%
SA
10
Sanctuary Advisors
Indiana
$843K +$855K +74,011 New
SI
11
Stephens Inc
Arkansas
$840K +$12.2K +1,055 +1%
Wells Fargo
12
Wells Fargo
California
$835K -$970 -84 -0.1%
CL
13
CSS LLC
Illinois
$545K
CA
14
Cornerstone Advisors
North Carolina
$518K +$129K +11,207 +32%
Osaic Holdings
15
Osaic Holdings
Arizona
$489K +$20K +1,727 +4%
SWM
16
Silverlake Wealth Management
Vermont
$400K +$2.85K +247 +0.7%
GI
17
GAMCO Investors
Connecticut
$357K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$313K +$311K +26,919 +3,447%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$256K -$5.18K -448 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$201K +$45.1K +3,908 +28%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$181K +$185K +16,013 New
LCM
22
Landscape Capital Management
New Jersey
$180K +$23K +1,991 +14%
RJA
23
Raymond James & Associates
Florida
$177K -$403K -34,898 -69%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$134K +$81 +7 +0.1%
Comerica Bank
25
Comerica Bank
Texas
$113K