Filing Research
Snapshot holdings
#
1B. Riley Wealth Advisors, Inc.$2.6M
2Hennion & Walsh Asset Management, Inc.$625.0K
3D.A. DAVIDSON & CO.$519.4K
4Shulman DeMeo Asset Management LLC$337.8K
5INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$315.0K
6Miller Global Investments, LLC$310.8K
7Farther Finance Advisors, LLC$72.3K
8Ritter Daniher Financial Advisory LLC / DE$62.6K
9PFS Partners, LLC$38.2K
10Triumph Capital Management$25.2K
11Vermillion Wealth Management, Inc.$9.7K
12HARBOR INVESTMENT ADVISORY, LLC$2.1K
13Key FInancial Inc$1.9K
14Main Street Group, LTD$1.1K
15KERR FINANCIAL PLANNING Corp$1.1K
16IFP Advisors, Inc$893
17Oakworth Capital, Inc.$493
18State of Alaska, Department of Revenue$17
Manager changes
#
1
B. Riley Wealth Advisors, Inc.
+$1.1M
2
Miller Global Investments, LLC
+$310.8K
3
Hennion & Walsh Asset Management, Inc.
+$48.9K
4
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$35.5K
5
Shulman DeMeo Asset Management LLC
+$18.7K
6
Farther Finance Advisors, LLC
+$9.5K
7
Ritter Daniher Financial Advisory LLC / DE
+$8.0K
8
PFS Partners, LLC
+$4.1K
9
Triumph Capital Management
+$2.7K
10
HARBOR INVESTMENT ADVISORY, LLC
+$2.1K
11
Vermillion Wealth Management, Inc.
+$1.0K
12
Key FInancial Inc
+$207
13
Main Street Group, LTD
+$136
14
IFP Advisors, Inc
+$112
15
KERR FINANCIAL PLANNING Corp
+$69
16
Oakworth Capital, Inc.
+$59
17
State of Alaska, Department of Revenue
+$2
18
Signature Resources Capital Management, LLC
-$68
19
Sound Income Strategies, LLC
-$118.4K
20
D.A. DAVIDSON & CO.
-$298.6K
Filing Research | GLADSTONE CAP CORP Institutional Holdings