We are live on ! Find out more
GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Selective Wealth Management
Virginia
$4K +$3.49K +328 New
IP
52
Isthmus Partners
Wisconsin
$3K
SWP
53
Stratos Wealth Partners
Ohio
$3K +$3.21K +302 New
CHC
54
City Holding Co
West Virginia
$2K
JP Morgan Chase
55
JP Morgan Chase
New York
$2K
CA
56
Centerpoint Advisors
Massachusetts
$1K
US Bancorp
57
US Bancorp
Minnesota
$1K
CCM
58
Covington Capital Management
California
$1K +$11 +1 +2%
PWAG
59
Polaris Wealth Advisory Group
California
$1K +$904 +85 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529
APA
61
American Portfolios Advisors
New York
$485
SCM
62
Sterneck Capital Management
Missouri
-$1.8M -179,785 Closed
BF
63
BOK Financial
Oklahoma
-$148K -14,840 Closed
ACM
64
AlphaStar Capital Management
North Carolina
-$104K -10,422 Closed
KCPG
65
Kavar Capital Partners Group
Kansas
-$45K -4,500 Closed
SEI Investments
66
SEI Investments
Pennsylvania
-$24K -2,400 Closed
GBBWRPM
67
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$18K -1,811 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
-$3K -316 Closed
SIC
69
Salem Investment Counselors
North Carolina
-$2K -161 Closed