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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$309K
Osaic Holdings
27
Osaic Holdings
Arizona
$286K -$21.7K -1,768 -7%
GC
28
Guggenheim Capital
Illinois
$268K -$60.3K -4,917 -19%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$243K -$34.9K -2,840 -13%
BWA
30
BDO Wealth Advisors
Florida
$227K +$223K +18,206 New
AA
31
Advisory Alpha
Michigan
$210K -$101K -8,231 -33%
COLIM
32
City of London Investment Management
United Kingdom
$209K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$201K +$48.7K +3,972 +33%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$192K +$189K +15,433 New
Stifel Financial
35
Stifel Financial
Missouri
$174K -$12.3K -1,000 -7%
WS
36
Wedbush Securities
California
$132K +$130K +10,627 New
SWM
37
Sugarloaf Wealth Management
Georgia
$118K +$1.26K +103 +1%
TCWM
38
Total Clarity Wealth Management
Illinois
$96K +$94.5K +7,700 New
AA
39
Ancora Advisors
Ohio
$86K -$264K -21,534 -76%
FEG
40
Financial Enhancement Group
Indiana
$30K
SFS
41
Sowell Financial Services
Arkansas
$21K +$98 +8 +0.5%
Citigroup
42
Citigroup
New York
$14K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$11K
GWM
44
Geneos Wealth Management
Colorado
$10K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$49 +4 +0.5%
IAIM
46
International Assets Investment Management
Florida
$7K
JWM
47
Janiczek Wealth Management
Colorado
$4K
JP Morgan Chase
48
JP Morgan Chase
New York
$3K
SWM
49
Spire Wealth Management
Virginia
$3K +$3.07K +250 New
CA
50
Centerpoint Advisors
Massachusetts
$2K