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Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$165K – – –
FFG
27
Ford Financial Group
California
$139K +$20.5K +2,025 +18%
Raymond James Financial Services Advisors
28
Raymond James Financial Services Advisors
Florida
$132K -$27.5K -2,717 -18%
BRWA
29
B. Riley Wealth Advisors
Florida
$116K -$8.92K -882 -7%
DA
30
Doliver Advisors
Texas
$115K +$110K +10,900 New
Advisor Group
31
Advisor Group
Arizona
$67K -$40.6K -4,018 -38%
UBS Group
32
UBS Group
Switzerland
$61K +$30 +3 +0.1%
Ladenburg Thalmann Financial Services
33
Ladenburg Thalmann Financial Services
Florida
$58K -$4.55K -450 -8%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$42.9K – – –
BAM
35
Bruderman Asset Management
New York
$32K – – –
RFM
36
Royal Fund Management
Florida
$27K +$9.84K +973 +59%
Parallel Advisors
37
Parallel Advisors
California
$21K -$19.8K -1,955 -50%
Geneos Wealth Management
38
Geneos Wealth Management
Colorado
$20K – – –
GSWM
39
Golden State Wealth Management
California
$19K +$18.3K +1,811 New
Advisory Services Network
40
Advisory Services Network
Georgia
$14K – – –
Citigroup
41
Citigroup
New York
$12K -$11.3K -1,113 -50%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11K +$8.59K +850 New
JWM
43
Janiczek Wealth Management
Colorado
$6K +$6.11K +604 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$5K +$71 +7 +1%
KPW
45
Kore Private Wealth
New York
$4K – – –
TFS
46
TrustCore Financial Services
Tennessee
$4K – – –
WF
47
WealthTrust Fairport
Ohio
$4K – – –
CHC
48
City Holding Co
West Virginia
$2K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$2K – – –
CA
50
Centerpoint Advisors
Massachusetts
$1K – – –