Ritter Daniher Financial Advisory’s Gladstone Investment Corp GAIN Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio GAIN Stock Details GAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6K	Buy	1,594 +24	+2%	+$377	﹤0.01%	345
2026 Q1	$22.3K	Buy	1,570 +27	+2%	+$376	﹤0.01%	350
2025 Q4	$21.6K	Buy	+1,543	New	+$21.4K	﹤0.01%	354

Other funds holding GAIN

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return