Filing Research | LAND - GLADSTONE LD CORP Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	PFG Investments, LLC	Shares	309.3KSH	$2.6M
2	Abel Hall, LLC	Shares	20.6KSH	$176.0K
3	Ballentine Partners, LLC	Shares	20.2KSH	$172.1K
4	Corecam Pte. Ltd.	Shares	17.6KSH	$150.3K
5	Gilman Hill Asset Management, LLC	Shares	17.5KSH	$149.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	13.6KSH	$116.1K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.5KSH	$107.0K
8	Onyx Bridge Wealth Group LLC	Shares	11.5KSH	$97.7K
9	LRI Investments, LLC	Shares	10.5KSH	$89.3K
10	Farther Finance Advisors, LLC	Shares	7.4KSH	$63.2K
11	Versant Capital Management, Inc	Shares	6.5KSH	$55.3K
12	Ritter Daniher Financial Advisory LLC / DE	Shares	2.1KSH	$18.0K
13	SIGNATUREFD, LLC	Shares	1.4KSH	$11.8K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.1KSH	$9.2K
15	IFP Advisors, Inc	Shares	1.0KSH	$8.9K
16	MassMutual Private Wealth & Trust, FSB	Shares	676SH	$5.8K
17	GAMMA Investing LLC	Shares	591SH	$5.0K
18	EverSource Wealth Advisors, LLC	Shares	544SH	$4.6K
19	SJS Investment Consulting Inc.	Shares	409SH	$3.5K
20	MARYLAND CAPITAL ADVISORS INC.	Shares	343SH	$2.9K
21	WOLFF WIESE MAGANA LLC	Shares	333SH	$2.8K
22	ADIRONDACK TRUST CO	Shares	300SH	$2.6K
23	True Wealth Design, LLC	Shares	231SH	$2.0K
24	Spire Wealth Management	Shares	230SH	$2.0K
25	West Financial Advisors, LLC	Shares	215SH	$1.8K
26	Allied Private Wealth LLC	Shares	120SH	$1.0K
27	FINANCIAL CONSULATE, INC	Shares	100SH	$853
28	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	65SH	$554
29	COUNTRY TRUST BANK	Shares	41SH	$350
30	State of Alaska, Department of Revenue	Shares	21.6KSH	$183
31	Blue Trust, Inc.	Shares	17SH	$145
32	Signature Resources Capital Management, LLC	Shares	1SH	$8
33	TSFG, LLC	Shares	577SH	$5

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

34 / 34 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.5K	+$107.0K	$107.0K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+5.2K	+$30.4K	$116.1K
3	IFP Advisors, Inc added	Shares	+987	+$8.3K	$8.9K
4	WOLFF WIESE MAGANA LLC new	Shares	+333	+$2.8K	$2.8K
5	True Wealth Design, LLC added	Shares	+172	+$1.4K	$2.0K
6	GAMMA Investing LLC added	Shares	+169	+$737	$5.0K
7	EverSource Wealth Advisors, LLC added	Shares	+120	+$315	$4.6K
8	TSFG, LLC added	Shares	+9	-$1	$5
9	State of Alaska, Department of Revenue added	Shares	+2.4K	-$11	$183
10	Blue Trust, Inc. unchanged	Shares	0	-$28	$145
11	Signature Resources Capital Management, LLC trimmed	Shares	-4	-$42	$8
12	COUNTRY TRUST BANK unchanged	Shares	0	-$68	$350
13	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$167	$853
14	HAGER INVESTMENT MANAGEMENT SERVICES, LLC trimmed	Shares	-15	-$262	$554
15	West Financial Advisors, LLC added	Shares	+3	-$327	$1.8K
16	Sound Income Strategies, LLC exited	Shares	-35	-$359	$0
17	Spire Wealth Management unchanged	Shares	0	-$384	$2.0K
18	ADIRONDACK TRUST CO unchanged	Shares	0	-$501	$2.6K
19	SJS Investment Consulting Inc. added	Shares	+17	-$510	$3.5K
20	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$1.1K	$5.8K
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+16	-$1.6K	$9.2K
22	Corecam Pte. Ltd. added	Shares	+2.6K	-$2.4K	$150.3K
23	Ritter Daniher Financial Advisory LLC / DE added	Shares	+31	-$3.2K	$18.0K
24	LRI Investments, LLC unchanged	Shares	0	-$17.5K	$89.3K
25	Onyx Bridge Wealth Group LLC trimmed	Shares	-10	-$19.2K	$97.7K
26	SIGNATUREFD, LLC trimmed	Shares	-1.8K	-$20.2K	$11.8K
27	Gilman Hill Asset Management, LLC unchanged	Shares	0	-$29.2K	$149.3K
28	Versant Capital Management, Inc trimmed	Shares	-3.1K	-$41.9K	$55.3K
29	Abel Hall, LLC trimmed	Shares	-1.1K	-$45.4K	$176.0K
30	Wealth Advisory Solutions, LLC exited	Shares	-11.2K	-$114.2K	$0
31	Ballentine Partners, LLC trimmed	Shares	-10.3K	-$138.3K	$172.1K
32	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-16.3K	-$165.8K	$0
33	PFG Investments, LLC added	Shares	+11.1K	-$403.2K	$2.6M
34	Farther Finance Advisors, LLC trimmed	Shares	-45.7K	-$482.1K	$63.2K