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GRX

Gabelli Healthcare & Wellness Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$8.35K -$4.89K -489 -37%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$8K
PIAS
53
PCA Investment Advisory Services
Ohio
$5.98K +$6K +600 New
RCM
54
Raleigh Capital Management
North Carolina
$4.54K +$60 +6 +1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$4.36K +$4.38K +438 New
Bessemer Group
56
Bessemer Group
New Jersey
$4K +$420 +42 +12%
TWM
57
Tradition Wealth Management
Minnesota
$3K
WP
58
WealthPLAN Partners
Nebraska
$2.33K
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$1.89K +$1.9K +190 New
AWM
60
Avior Wealth Management
Nebraska
$1.44K
CWA
61
Clearview Wealth Advisors
Oregon
$1.2K +$30 +3 +3%
HI
62
Harbour Investments
Wisconsin
$1.2K
CA
63
Clearstead Advisors
Ohio
$933 +$20 +2 +2%
US Bancorp
64
US Bancorp
Minnesota
$867
CWC
65
Carolinas Wealth Consulting
North Carolina
$737
SWA
66
SOA Wealth Advisors
New York
$598
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478
MRCM
68
M&R Capital Management
New Jersey
$458
PWMG
69
Prestige Wealth Management Group
New Jersey
$170
HNB
70
Huntington National Bank
Ohio
$169
KFI
71
Key Financial Inc
Pennsylvania
$100
BPA
72
Beacon Pointe Advisors
California
-$1.63M -161,700 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$173K -17,192 Closed
RA
74
Rise Advisors
New York
-$12.8K -1,272 Closed
ASN
75
Advisory Services Network
Georgia
-$9.71K -962 Closed