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abrdn Healthcare Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$77K -$7.27K -400 -8%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$70K +$164 +9 +0.2%
CCM
53
Chiron Capital Management
Florida
$67K +$67.3K +3,700 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$45K – – –
BWP
55
Baldwin Wealth Partners
Massachusetts
$36K – – –
WEC
56
Winslow Evans & Crocker
Massachusetts
$32K +$25K +1,375 +344%
BWA
57
BDO Wealth Advisors
Florida
$31K – – –
MFT
58
Moisand Fitzgerald Tamayo
Florida
$29K +$28.8K +1,585 New
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$22K +$7.27K +400 +50%
Citigroup
60
Citigroup
New York
$21K – – –
GI
61
Gradient Investments
Minnesota
$18K +$18.2K +1,000 New
DAM
62
Delta Asset Management
Tennessee
$12K – – –
APA
63
American Portfolios Advisors
New York
$4.52K – – –
SWM
64
Sugarloaf Wealth Management
Georgia
$3K +$73 +4 +2%
CA
65
Cornerstone Advisors
North Carolina
– -$2.24M -126,059 Closed
FAM
66
Formidable Asset Management
Ohio
– -$221K -12,100 Closed
1W
67
1776 Wealth
Georgia
– -$89K -5,040 Closed
CAN
68
Cetera Advisor Networks
California
– -$83K -4,666 Closed
TI
69
tru Independence
Oregon
– -$75K -4,200 Closed
BFEC
70
Benjamin F. Edwards & Company
Missouri
– -$17K -980 Closed
FWM
71
Filbrandt Wealth Management
Wisconsin
– -$14K -775 Closed
VFA
72
Valeo Financial Advisors
Indiana
– -$7K -371 Closed
EWM
73
Edge Wealth Management
New York
– -$5K -267 Closed