We are live on ! Find out more
GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$151K +$92.2K +8,797 +160%
BRWA
27
B. Riley Wealth Advisors
Florida
$144K +$27.4K +2,619 +24%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$135K +$1.89K +180 +1%
UR
29
USCA RIA
Texas
$116K -$128K -12,201 -52%
UBS Group
30
UBS Group
Switzerland
$62K +$618 +59 +1%
AG
31
Advisor Group
Arizona
$52K -$15.7K -1,500 -23%
KCPG
32
Kavar Capital Partners Group
Kansas
$47K +$47.2K +4,500 New
RCAG
33
Rehmann Capital Advisory Group
Michigan
$43K
RFM
34
Royal Fund Management
Florida
$28K +$1.02K +97 +4%
PA
35
Parallel Advisors
California
$21K
GWM
36
Geneos Wealth Management
Colorado
$20K
GSWM
37
Golden State Wealth Management
California
$19K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$15.8K +1,510 New
ASN
39
Advisory Services Network
Georgia
$14K
Citigroup
40
Citigroup
New York
$12K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11K
SPIA
42
Steward Partners Investment Advisory
New York
$8K +$8.7K +830 New
JWM
43
Janiczek Wealth Management
Colorado
$6K
FHA
44
Flagship Harbor Advisors
Massachusetts
$5K +$73 +7 +1%
VFA
45
Valeo Financial Advisors
Indiana
$5K +$5.24K +500 New
TFS
46
TrustCore Financial Services
Tennessee
$4K
CHC
47
City Holding Co
West Virginia
$2K
JP Morgan Chase
48
JP Morgan Chase
New York
$2K
SIC
49
Salem Investment Counselors
North Carolina
$2K +$1.69K +161 New
BCWM
50
Bartlett & Co Wealth Management
Ohio
$1.22K +$1.22K +116 New