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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$316K +$296K +27,449 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$302K -$14.7K -1,365 -5%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$302K
AG
29
Advisor Group
Arizona
$295K +$164K +15,164 +145%
SKK
30
Shepherd Kaplan Krochuk
Massachusetts
$285K
FFG
31
Ford Financial Group
California
$253K +$6.84K +634 +3%
UBS Group
32
UBS Group
Switzerland
$229K +$62.9K +5,829 +41%
TCWM
33
Total Clarity Wealth Management
Illinois
$198K +$186K +17,200 New
ASN
34
Advisory Services Network
Georgia
$196K +$170K +15,729 +1,191%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$181K
DA
36
Doliver Advisors
Texas
$173K +$162K +15,021 New
LCM
37
Landscape Capital Management
New Jersey
$167K +$157K +14,525 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$124K -$21.6K -2,000 -16%
SWM
39
Sugarloaf Wealth Management
Georgia
$101K +$94.5K +8,757 New
RFM
40
Royal Fund Management
Florida
$32K -$982 -91 -3%
FIA
41
FNY Investment Advisers
New York
$28K +$26.7K +2,473 New
PA
42
Parallel Advisors
California
$22K
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$108 +10 +0.7%
Citigroup
44
Citigroup
New York
$13K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K
GWM
46
Geneos Wealth Management
Colorado
$9K
SPIA
47
Steward Partners Investment Advisory
New York
$9K
VFA
48
Valeo Financial Advisors
Indiana
$6K
FHA
49
Flagship Harbor Advisors
Massachusetts
$6K +$76 +7 +1%
TFS
50
TrustCore Financial Services
Tennessee
$5K