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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EP
26
Eudaimonia Partners
Tennessee
$265K -$29.5K -2,788 -8%
AA
27
Ancora Advisors
Ohio
$250K -$53K -5,000 -15%
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$227K
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$214K
DA
30
Doliver Advisors
Texas
$214K +$71.3K +6,727 +45%
FFG
31
Ford Financial Group
California
$207K +$20.9K +1,974 +9%
ASN
32
Advisory Services Network
Georgia
$150K +$2.84K +268 +2%
Goldman Sachs
33
Goldman Sachs
New York
$147K +$180K +16,976 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$139K +$4.24K +400 +3%
TCWM
35
Total Clarity Wealth Management
Illinois
$136K -$15.9K -1,500 -9%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$135K +$165K +15,600 New
Stifel Financial
37
Stifel Financial
Missouri
$131K +$159K +15,000 New
UBS Group
38
UBS Group
Switzerland
$129K -$52.7K -4,979 -25%
6M
39
6 Meridian
Kansas
$108K -$189K -17,856 -59%
WAM
40
Wolverine Asset Management
Illinois
$85K -$397K -37,526 -79%
SWM
41
Sugarloaf Wealth Management
Georgia
$77K -$7.02K -663 -8%
GSWM
42
Golden State Wealth Management
California
$16K +$19.2K +1,811 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$13K +$15.4K +1,457 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$1.98K -187 -12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K
Citigroup
46
Citigroup
New York
$10K
AIC
47
Ameritas Investment Company
Nebraska
$10K +$12.2K +1,150 New
SPIA
48
Steward Partners Investment Advisory
New York
$7K
GWM
49
Geneos Wealth Management
Colorado
$6K
AWM
50
Avior Wealth Management
Nebraska
$6K +$8.47K +800 New