Filing Research | GOOD - GLADSTONE COMMERCIAL CORP Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	XML Financial, LLC	Shares	162.4KSH	$2.0M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	148.0KSH	$1.8M
3	Register Financial Advisors LLC	Shares	36.4KSH	$447.7K
4	Princeton Global Asset Management LLC	Shares	34.7KSH	$427.0K
5	OLIO Financial Planning	Shares	29.1KSH	$357.3K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	27.5KSH	$338.5K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.6KSH	$332.1K
8	First National Bank of Mount Dora, Trust Investment Services	Shares	16.6KSH	$204.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	16.5KSH	$202.5K
10	Valeo Financial Advisors, LLC	Shares	11.8KSH	$145.5K
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	11.8KSH	$145.1K
12	J.W. COLE ADVISORS, INC.	Shares	10.9KSH	$134.3K
13	Versant Capital Management, Inc	Shares	7.8KSH	$96.3K
14	Farther Finance Advisors, LLC	Shares	6.8KSH	$83.4K
15	SIGNATUREFD, LLC	Shares	4.7KSH	$57.6K
16	Central Pacific Bank - Trust Division	Shares	4.7KSH	$57.4K
17	Ritter Daniher Financial Advisory LLC / DE	Shares	4.0KSH	$49.3K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.3KSH	$28.6K
19	Bogart Wealth, LLC	Shares	1.2KSH	$14.8K
20	GAMMA Investing LLC	Shares	1.0KSH	$12.5K
21	CoreCap Advisors, LLC	Shares	1.0KSH	$12.3K
22	IFP Advisors, Inc	Shares	992SH	$12.2K
23	WOLFF WIESE MAGANA LLC	Shares	722SH	$8.9K
24	EverSource Wealth Advisors, LLC	Shares	539SH	$6.6K
25	Aventura Private Wealth, LLC	Shares	485SH	$6.0K
26	True Wealth Design, LLC	Shares	342SH	$4.2K
27	MassMutual Private Wealth & Trust, FSB	Shares	285SH	$3.5K
28	Lodestone Wealth Management LLC	Shares	285SH	$3.5K
29	Mirae Asset Global Investments Co., Ltd.	Shares	199SH	$2.4K
30	Oakworth Capital, Inc.	Shares	50SH	$622
31	FINANCIAL CONSULATE, INC	Shares	45SH	$554
32	Physician Wealth Advisors, Inc.	Shares	39SH	$480
33	Fortitude Family Office, LLC	Shares	36SH	$443
34	State of Alaska, Department of Revenue	Shares	26.3KSH	$322
35	SJS Investment Consulting Inc.	Shares	19SH	$234
36	GHP Investment Advisors, Inc.	Shares	4SH	$50
37	Capital Advisors, Ltd. LLC	Shares	747SH	$9
38	TSFG, LLC	Shares	451SH	$6

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+8.9K	+$230.4K	$1.8M
2	J.W. COLE ADVISORS, INC. new	Shares	+10.9K	+$134.3K	$134.3K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.2K	+$129.1K	$332.1K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+3.7K	+$56.4K	$202.5K
5	Register Financial Advisors LLC added	Shares	+769	+$40.5K	$447.7K
6	Princeton Global Asset Management LLC added	Shares	+591	+$37.0K	$427.0K
7	OLIO Financial Planning unchanged	Shares	0	+$25.3K	$357.3K
8	First National Bank of Mount Dora, Trust Investment Services unchanged	Shares	0	+$14.4K	$204.2K
9	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.1K	+$11.8K	$338.5K
10	Valeo Financial Advisors, LLC unchanged	Shares	0	+$10.3K	$145.5K
11	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$10.3K	$145.1K
12	IFP Advisors, Inc added	Shares	+802	+$10.0K	$12.2K
13	Farther Finance Advisors, LLC added	Shares	+212	+$7.5K	$83.4K
14	Versant Capital Management, Inc trimmed	Shares	-101	+$5.7K	$96.3K
15	GAMMA Investing LLC added	Shares	+393	+$5.4K	$12.5K
16	Ritter Daniher Financial Advisory LLC / DE added	Shares	+94	+$4.6K	$49.3K
17	Central Pacific Bank - Trust Division unchanged	Shares	0	+$4.1K	$57.4K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$2.0K	$28.6K
19	True Wealth Design, LLC added	Shares	+131	+$1.8K	$4.2K
20	Bogart Wealth, LLC unchanged	Shares	0	+$1.0K	$14.8K
21	CoreCap Advisors, LLC unchanged	Shares	0	+$870	$12.3K
22	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$628	$8.9K
23	Physician Wealth Advisors, Inc. new	Shares	+39	+$480	$480
24	Fortitude Family Office, LLC new	Shares	+36	+$443	$443
25	MassMutual Private Wealth & Trust, FSB added	Shares	+17	+$443	$3.5K
26	Aventura Private Wealth, LLC unchanged	Shares	0	+$422	$6.0K
27	SIGNATUREFD, LLC trimmed	Shares	-328	+$328	$57.6K
28	Lodestone Wealth Management LLC added	Shares	+7	+$324	$3.5K
29	SJS Investment Consulting Inc. added	Shares	+11	+$142	$234
30	Oakworth Capital, Inc. unchanged	Shares	0	+$50	$622
31	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$39	$554
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$22	$322
33	GHP Investment Advisors, Inc. unchanged	Shares	0	+$4	$50
34	TSFG, LLC added	Shares	+10	+$1	$6
35	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$9
36	Crewe Advisors LLC exited	Shares	-393	-$4.5K	$0
37	EverSource Wealth Advisors, LLC trimmed	Shares	-543	-$5.7K	$6.6K
38	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-799	-$9.0K	$2.4K
39	XML Financial, LLC trimmed	Shares	-28.6K	-$185.0K	$2.0M