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GUT

Gabelli Utility Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Covington Capital Management
California
$14K +$285 +37 +2%
GWM
52
Geneos Wealth Management
Colorado
$10K -$5.3K -688 -32%
MRCM
53
M&R Capital Management
New Jersey
$10K +$200 +26 +2%
CWA
54
Clearview Wealth Advisors
Oregon
$9K +$131 +17 +1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$8K -$362 -47 -4%
HA
56
Herold Advisors
New York
$7.14K +$7.91K +1,026 New
IA
57
IFP Advisors
Florida
$6K +$7.91K +1,026 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$5.8K
SWM
59
Spire Wealth Management
Virginia
$5K -$103K -13,336 -95%
GAM
60
Gemmer Asset Management
California
$5K
LFG
61
Larson Financial Group
Missouri
$4K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$4K +$3.96K +514 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K
CB
64
Community Bank
New York
$2K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$2K
CWC
66
Carolinas Wealth Consulting
North Carolina
$1K
SL
67
Savior LLC
Massachusetts
$1K
US Bancorp
68
US Bancorp
Minnesota
$1K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486
VF
70
Virtu Financial
New York
-$127K -15,865 Closed
PTP
71
Platform Technology Partners
New York
-$107K -13,336 Closed
ACM
72
Anfield Capital Management
California
-$93K -11,519 Closed
CWS
73
Confluence Wealth Services
Pennsylvania
-$19K -2,400 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
-$7.1K -921 Closed
SFM
75
Signet Financial Management
New Jersey
-$3K -334 Closed