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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$291K
LPL Financial
27
LPL Financial
California
$258K +$62.2K +6,121 +31%
FAM
28
Formidable Asset Management
Ohio
$250K -$38K -3,742 -13%
HighTower Advisors
29
HighTower Advisors
Illinois
$236K +$247K +24,261 New
RJA
30
Raymond James & Associates
Florida
$213K -$108K -10,581 -33%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$207K -$5.62K -553 -3%
Citadel Advisors
32
Citadel Advisors
Florida
$173K -$98.1K -9,656 -36%
KIM
33
Karpus Investment Management
New York
$161K
Bank of America
34
Bank of America
North Carolina
$147K -$5.3K -522 -3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$146K -$16.4K -1,615 -10%
NA
36
NewEdge Advisors
Louisiana
$142K +$1.76K +173 +1%
LCM
37
Landscape Capital Management
New Jersey
$130K +$131K +12,894 New
COLIM
38
City of London Investment Management
United Kingdom
$117K -$18.4K -1,806 -14%
WS
39
Wedbush Securities
California
$113K -$1.35K -133 -1%
RA
40
Ruggaard & Associates
Ohio
$111K +$112K +10,983 New
PAG
41
Private Advisor Group
New Jersey
$107K +$108K +10,638 New
Stifel Financial
42
Stifel Financial
Missouri
$104K +$105K +10,322 New
SWM
43
Sugarloaf Wealth Management
Georgia
$89.2K -$5.39K -531 -6%
AA
44
Ancora Advisors
Ohio
$57K -$5.08K -500 -8%
BWA
45
BDO Wealth Advisors
Florida
$54.1K -$5.31K -523 -9%
CFD
46
Creative Financial Designs
Indiana
$17.5K +$17.7K +1,738 New
JP Morgan Chase
47
JP Morgan Chase
New York
$13K +$11.2K +1,102 +490%
RA
48
Rise Advisors
New York
$12.8K +$203 +20 +2%
ASN
49
Advisory Services Network
Georgia
$9.71K
JWM
50
Janiczek Wealth Management
Colorado
$9.61K