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Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
26
IFP Advisors
Florida
$52K +$3.26K +298 +6%
Ladenburg Thalmann Financial Services
27
Ladenburg Thalmann Financial Services
Florida
$48K -$273 -25 -0.5%
D.A. Davidson & Co
28
D.A. Davidson & Co
Montana
$48K +$51.4K +4,700 New
UBS Group
29
UBS Group
Switzerland
$36K -$23.2K -2,125 -38%
Creative Planning
30
Creative Planning
Kansas
$33K -$15K -1,370 -30%
KLI
31
Kelman-Lazarov Inc
Tennessee
$32.5K – – –
BAM
32
Bruderman Asset Management
New York
$31K – – –
NFG
33
Next Financial Group
Texas
$22K +$765 +70 +3%
Loring Wolcott & Coolidge Fiduciary Advisors
34
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
Advisor Group
35
Advisor Group
Arizona
$17K +$16.6K +1,517 +1,828%
Advisory Services Network
36
Advisory Services Network
Georgia
$12K – – –
Citigroup
37
Citigroup
New York
$8K -$1.04M -95,354 -99%
Geneos Wealth Management
38
Geneos Wealth Management
Colorado
$5K – – –
IP
39
Isthmus Partners
Wisconsin
$3K +$2.84K +260 New
AIS
40
Accurate Investment Solutions
Pennsylvania
$2K – – –
CHC
41
City Holding Co
West Virginia
$2K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$2K – – –
Tower Research Capital (TRC)
43
Tower Research Capital (TRC)
New York
$2K +$1.42K +130 +650%
Allworth Financial
44
Allworth Financial
California
$1K – – –
US Bancorp
45
US Bancorp
Minnesota
$1K +$951 +87 +348%
WP
46
WealthPLAN Partners
Nebraska
$469 -$492 -45 -50%
DA
47
Doliver Advisors
Texas
– -$284K -26,513 Closed
Lazard Asset Management
48
Lazard Asset Management
New York
– -$274K -25,741 Closed
Raymond James Financial Services Advisors
49
Raymond James Financial Services Advisors
Florida
– -$132K -12,393 Closed