We are live on ! Find out more
GRX icon

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$314K +$10.9K +804 +4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$262K -$18K -1,329 -6%
SFS
28
Shaker Financial Services
Virginia
$262K +$97.2K +7,175 +57%
COLIM
29
City of London Investment Management
United Kingdom
$242K -$139K -10,256 -36%
Bank of America
30
Bank of America
North Carolina
$232K +$15K +1,108 +7%
BWA
31
BDO Wealth Advisors
Florida
$198K -$43.3K -3,193 -18%
Stifel Financial
32
Stifel Financial
Missouri
$181K -$4.06K -300 -2%
CPO
33
Cerity Partners OCIO
New York
$158K +$162K +11,950 New
Wedbush Securities
34
Wedbush Securities
California
$147K +$10K +739 +7%
SWM
35
Sugarloaf Wealth Management
Georgia
$127K +$1.34K +99 +1%
TCWM
36
Total Clarity Wealth Management
Illinois
$102K +$104K +7,700 New
Ancora Advisors
37
Ancora Advisors
Ohio
$84K – – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$41 +3 +0.4%
Geneos Wealth Management
39
Geneos Wealth Management
Colorado
$10K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5K -$259K -19,106 -98%
JWM
41
Janiczek Wealth Management
Colorado
$4K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$3K – – –
Spire Wealth Management
43
Spire Wealth Management
Virginia
$3K – – –
FWM
44
Filbrandt Wealth Management
Wisconsin
$3K +$2.93K +216 New
CA
45
Centerpoint Advisors
Massachusetts
$2K – – –
Harbour Investments
46
Harbour Investments
Wisconsin
$2K – – –
Salem Investment Counselors
47
Salem Investment Counselors
North Carolina
$2K – – –
Covington Capital Management
48
Covington Capital Management
California
$1K – – –
FF
49
FourThought Financial
Florida
$1K – – –
RCC
50
Red Cedar Capital
Nebraska
$1K – – –