We are live on ! Find out more
GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$130K +$134K +13,799 New
UBS Group
27
UBS Group
Switzerland
$115K +$85.7K +8,799 +256%
WAM
28
Weiss Asset Management
Massachusetts
$108K +$112K +11,461 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$65K +$22.2K +2,278 +49%
IA
30
IFP Advisors
Florida
$45K -$2.9K -298 -6%
DADC
31
D.A. Davidson & Co
Montana
$44K
AG
32
Advisor Group
Arizona
$33K +$18.5K +1,900 +119%
BAM
33
Bruderman Asset Management
New York
$28K
KLI
34
Kelman-Lazarov Inc
Tennessee
$25.2K -$4.42K -454 -15%
Creative Planning
35
Creative Planning
Kansas
$20K -$10.3K -1,057 -33%
LWCFA
36
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
NFG
37
Next Financial Group
Texas
$11K -$9.59K -985 -46%
GBBWRPM
38
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$8.57K +880 New
SPIA
39
Steward Partners Investment Advisory
New York
$7K +$8.08K +830 New
GWM
40
Geneos Wealth Management
Colorado
$4K
US Bancorp
41
US Bancorp
Minnesota
$4K +$3.12K +320 +286%
AIS
42
Accurate Investment Solutions
Pennsylvania
$2K
IP
43
Isthmus Partners
Wisconsin
$2K
JP Morgan Chase
44
JP Morgan Chase
New York
$2K
SIC
45
Salem Investment Counselors
North Carolina
$2K +$1.57K +161 New
CHC
46
City Holding Co
West Virginia
$1K
AWA
47
AmeriServ Wealth Advisors
Pennsylvania
-$325K -31,205 Closed
AA
48
AQR Arbitrage
Connecticut
-$192K -18,462 Closed
JFA
49
JNBA Financial Advisors
Minnesota
-$55K -5,282 Closed
S
50
SignatureFD
Georgia
-$55K -5,282 Closed