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HQH

abrdn Healthcare Investors

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Shaker Financial Services
Virginia
$222K -$59.8K -3,891 -23%
IA
77
IFP Advisors
Florida
$221K
MAM
78
Milestone Asset Management
Pennsylvania
$212K +$196K +12,776 New
EH
79
Equitable Holdings
New York
$205K -$53.6K -3,490 -22%
Stifel Financial
80
Stifel Financial
Missouri
$200K -$3.66K -238 -2%
JP Morgan Chase
81
JP Morgan Chase
New York
$200K +$181K +11,781 +4,253%
EC
82
Elequin Capital
New York
$199K -$701K -45,629 -79%
HGWM
83
Horst & Graben Wealth Management
Oregon
$188K
Truist Financial
84
Truist Financial
North Carolina
$186K
IWC
85
Integrated Wealth Concepts
Massachusetts
$183K -$56.4K -3,667 -25%
MSAM
86
Moloney Securities Asset Management
Missouri
$178K +$165K +10,744 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$173K +$69.5K +4,520 +77%
Comerica Bank
88
Comerica Bank
Texas
$142K +$4.06K +264 +3%
SWA
89
SOA Wealth Advisors
New York
$96.7K
RIL
90
Rothschild Investment LLC
Illinois
$87.9K +$81.6K +5,305 New
CFB
91
Cullen/Frost Bankers
Texas
$72.9K
SS
92
Sunbelt Securities
Texas
$72.4K
ASN
93
Advisory Services Network
Georgia
$57.9K +$53.7K +3,496 New
Wells Fargo
94
Wells Fargo
California
$49.5K -$427K -27,775 -90%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$46K -$154 -10 -0.4%
NSIM
96
North Star Investment Management
Illinois
$44.3K
TC
97
Truvestments Capital
Florida
$41.4K
US Bancorp
98
US Bancorp
Minnesota
$38.1K +$15.7K +1,023 +80%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$34.2K
BC
100
Bartlett & Co
Ohio
$34K