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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$52K +$3.26K +298 +6%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$48K -$273 -25 -0.5%
DADC
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%
LWCFA
34
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
AG
35
Advisor Group
Arizona
$17K +$16.6K +1,517 +1,828%
ASN
36
Advisory Services Network
Georgia
$12K
Citigroup
37
Citigroup
New York
$8K -$1.04M -95,354 -99%
GWM
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
TRCT
43
Tower Research Capital (TRC)
New York
$2K +$1.42K +130 +650%
AF
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
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$132K -12,393 Closed