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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$136K +$130K +12,525 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$120K +$44.1K +4,240 +62%
AG
28
Advisor Group
Arizona
$111K +$20.1K +1,935 +23%
IA
29
IFP Advisors
Florida
$55K +$3.89K +374 +8%
DADC
30
D.A. Davidson & Co
Montana
$50K
Creative Planning
31
Creative Planning
Kansas
$44K -$21.8K -2,099 -34%
BAM
32
Bruderman Asset Management
New York
$33K +$31.2K +3,000 New
LWCFA
33
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
GBBWRPM
34
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K +$9.69K +931 +106%
ASN
35
Advisory Services Network
Georgia
$14K
SPIA
36
Steward Partners Investment Advisory
New York
$9K
GWM
37
Geneos Wealth Management
Colorado
$5K
IP
38
Isthmus Partners
Wisconsin
$3K
CHC
39
City Holding Co
West Virginia
$2K
JP Morgan Chase
40
JP Morgan Chase
New York
$2K
SIC
41
Salem Investment Counselors
North Carolina
$2K +$1.68K +161 New
US Bancorp
42
US Bancorp
Minnesota
$1K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$521
GC
44
Guggenheim Capital
Illinois
-$500K -50,047 Closed
LPL Financial
45
LPL Financial
California
-$396K -39,777 Closed
LA
46
Legacy Advisors
Pennsylvania
-$4K -475 Closed
NFG
47
Next Financial Group
Texas
+$114 +11 New