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Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$222K -$16.6K -1,255 -7%
BWA
27
BDO Wealth Advisors
Florida
$179K -$24K -1,807 -12%
NewEdge Advisors
28
NewEdge Advisors
Louisiana
$179K +$175K +13,171 New
Private Advisor Group
29
Private Advisor Group
New Jersey
$173K +$169K +12,738 New
LCM
30
Landscape Capital Management
New Jersey
$163K +$159K +12,006 New
Stifel Financial
31
Stifel Financial
Missouri
$162K -$23.7K -1,785 -13%
CPO
32
Cerity Partners OCIO
New York
$158K -$3.98K -300 -3%
Wedbush Securities
33
Wedbush Securities
California
$151K +$80 +6 +0.1%
SWM
34
Sugarloaf Wealth Management
Georgia
$127K -$3.92K -296 -3%
TCWM
35
Total Clarity Wealth Management
Illinois
$104K – – –
Ancora Advisors
36
Ancora Advisors
Ohio
$87K – – –
AP
37
Atwood & Palmer
Missouri
$50K +$49.1K +3,700 New
RA
38
Rise Advisors
New York
$15.7K +$15.3K +1,155 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.3K +850 New
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$40 +3 +0.4%
Geneos Wealth Management
41
Geneos Wealth Management
Colorado
$10K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5K – – –
JWM
43
Janiczek Wealth Management
Colorado
$4K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$3K – – –
Spire Wealth Management
45
Spire Wealth Management
Virginia
$3K – – –
CA
46
Centerpoint Advisors
Massachusetts
$2K – – –
Harbour Investments
47
Harbour Investments
Wisconsin
$2K – – –
CWA
48
Clearview Wealth Advisors
Oregon
$1K – – –
RCC
49
Red Cedar Capital
Nebraska
$1K – – –
US Bancorp
50
US Bancorp
Minnesota
$1K – – –