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GGZ

Gabelli Global Small and Mid-Cap Value Trust
GGZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.06M +$18.8K +1,542 +0.5%
PMG
2
Private Management Group
California
$3.41M -$78.1K -6,394 -2%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$1.27M +$46.4K +3,800 +4%
UBS Group
4
UBS Group
Switzerland
$1.2M +$63K +5,158 +5%
1WA
5
180 Wealth Advisors
Washington
$1.18M +$84K +6,881 +8%
GC
6
GatePass Capital
Ohio
$1.06M +$928K +76,000 +633%
Bank of America
7
Bank of America
North Carolina
$1.04M -$2.41M -197,171 -69%
GCIA
8
Gabelli & Co Investment Advisers
New York
$993K – – –
MC
9
Matisse Capital
Oregon
$862K +$877K +71,849 New
Capstone Investment Advisors
10
Capstone Investment Advisors
New York
$830K +$122K +10,000 +17%
WAM
11
Wolverine Asset Management
Illinois
$818K +$475K +38,870 +133%
SI
12
Stephens Inc
Arkansas
$810K -$38.8K -3,176 -4%
Wells Fargo
13
Wells Fargo
California
$782K -$80K -6,551 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$766K +$127K +10,386 +19%
CL
15
CSS LLC
Illinois
$579K – – –
GI
16
GAMCO Investors
Connecticut
$574K +$198K +16,244 +51%
Raymond James Financial
17
Raymond James Financial
Florida
$407K +$71.6K +5,864 +21%
BI
18
Beckerman Institutional
New Jersey
$364K +$370K +30,325 New
PAG
19
Private Advisor Group
New Jersey
$275K -$30K -2,459 -10%
SFS
20
Shaker Financial Services
Virginia
$273K -$891K -73,009 -76%
CA
21
Cornerstone Advisors
North Carolina
$254K +$180K +14,704 +227%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$192K – – –
LPL Financial
23
LPL Financial
California
$172K +$175K +14,343 New
SWM
24
Silverlake Wealth Management
Vermont
$170K -$32.8K -2,687 -16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$142K +$85 +7 +0.1%
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