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Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Ladenburg Thalmann Financial Services
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%
Raymond James Financial Services Advisors
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%
Advisor Group
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%
Parallel Advisors
35
Parallel Advisors
California
$21K – – –
Geneos Wealth Management
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
Advisory Services Network
39
Advisory Services Network
Georgia
$14K – – –
Citigroup
40
Citigroup
New York
$12K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Steward Partners Investment Advisory
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%
Valeo Financial Advisors
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 – – –
Salem Investment Counselors
49
Salem Investment Counselors
North Carolina
$2K +$1.69K +161 New
Bartlett & Co Wealth Management
50
Bartlett & Co Wealth Management
Ohio
$1.22K +$1.22K +116 New