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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$341K +$48.8K +3,713 +17%
SKK
27
Shepherd Kaplan Krochuk
Massachusetts
$334K
SBIA
28
Sheaff Brock Investment Advisors
Indiana
$322K -$26.3K -2,000 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$310K +$53 +4 +0%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$286K +$66.5K +5,061 +31%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$263K
BWA
32
BDO Wealth Advisors
Florida
$246K
Bank of America
33
Bank of America
North Carolina
$223K -$1.28M -97,082 -85%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$202K -$6.57K -500 -3%
Stifel Financial
35
Stifel Financial
Missouri
$189K
SFS
36
Shaker Financial Services
Virginia
$171K +$166K +12,675 New
Citadel Advisors
37
Citadel Advisors
Florida
$152K +$148K +11,268 New
WS
38
Wedbush Securities
California
$140K -$3.39K -258 -2%
BWM
39
BerganKDV Wealth Management
Minnesota
$136K +$132K +10,044 New
SWM
40
Sugarloaf Wealth Management
Georgia
$129K +$1.3K +99 +1%
ASN
41
Advisory Services Network
Georgia
$117K +$114K +8,669 New
FIA
42
FNY Investment Advisers
New York
$94K +$91.9K +7,000 New
AA
43
Ancora Advisors
Ohio
$86K -$6.57K -500 -7%
Citigroup
44
Citigroup
New York
$15K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$39 +3 +0.4%
GWM
47
Geneos Wealth Management
Colorado
$10K
JWM
48
Janiczek Wealth Management
Colorado
$4K
IP
49
Isthmus Partners
Wisconsin
$4K +$3.42K +260 New
JP Morgan Chase
50
JP Morgan Chase
New York
$3K