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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$358K +$332K +29,922 New
AA
27
Ancora Advisors
Ohio
$340K
GC
28
Guggenheim Capital
Illinois
$315K -$42.8K -3,863 -13%
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$309K
AA
30
Advisory Alpha
Michigan
$300K +$278K +25,115 New
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$296K
Osaic Holdings
32
Osaic Holdings
Arizona
$295K +$22.4K +2,025 +9%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$267K
WAM
34
Wolverine Asset Management
Illinois
$220K -$937K -84,555 -82%
COLIM
35
City of London Investment Management
United Kingdom
$200K
Stifel Financial
36
Stifel Financial
Missouri
$179K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$145K +$135K +12,204 New
ASN
38
Advisory Services Network
Georgia
$135K -$2.67K -241 -2%
SWM
39
Sugarloaf Wealth Management
Georgia
$112K +$2.34K +211 +2%
FIA
40
FNY Investment Advisers
New York
$33K +$30.8K +2,776 New
FEG
41
Financial Enhancement Group
Indiana
$29K +$26.6K +2,402 New
SFS
42
Sowell Financial Services
Arkansas
$19K -$1.88K -170 -10%
Citigroup
43
Citigroup
New York
$14K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$11K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$33 +3 +0.4%
MA
46
Montag & Associates
Georgia
$10K +$9.2K +830 New
GWM
47
Geneos Wealth Management
Colorado
$9K
CI
48
CX Institutional
Indiana
$9K +$7.98K +720 New
IAIM
49
International Assets Investment Management
Florida
$7K +$6.56K +592 New
AWM
50
Avior Wealth Management
Nebraska
$4K