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Gladstone Investment Corp

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$487K -$24.1K -2,099 -5%
Mackenzie Financial
27
Mackenzie Financial
Ontario, Canada
$473K +$445K +38,684 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$462K -$38K -3,301 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$414K -$18.7K -1,624 -5%
VEA
30
Virtus ETF Advisers
New York
$390K -$68.9K -5,991 -16%
RJA
31
Raymond James & Associates
Florida
$362K -$48.3K -4,202 -12%
BAM
32
Belpointe Asset Management
Nevada
$348K +$29.9K +2,601 +10%
Ameriprise
33
Ameriprise
Minnesota
$333K +$403 +35 +0.1%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$331K +$31.3K +2,721 +11%
Two Sigma Investments
35
Two Sigma Investments
New York
$297K -$545K -47,431 -66%
Citadel Advisors
36
Citadel Advisors
Florida
$287K +$270K +23,466 New
Creative Planning
37
Creative Planning
Kansas
$254K -$23K -2,001 -9%
AIM
38
Aigen Investment Management
New York
$242K -$56.2K -4,885 -20%
CAM
39
Concorde Asset Management
Michigan
$242K +$227K +19,774 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$202K -$39.1K -3,400 -17%
Truist Financial
41
Truist Financial
North Carolina
$195K +$1.3K +113 +0.7%
CRWM
42
Castle Rock Wealth Management
California
$191K +$158K +13,710 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$184K +$173K +15,024 New
SSA
44
Schonfeld Strategic Advisors
New York
$181K +$170K +14,800 New
Wells Fargo
45
Wells Fargo
California
$160K +$4.23K +368 +3%
KAS
46
Kestra Advisory Services
Texas
$141K
Canada Life
47
Canada Life
Manitoba, Canada
$123K -$38.6K -3,359 -25%
SAS
48
Stelac Advisory Services
New York
$110K -$24.7K -2,150 -19%
APA
49
American Portfolios Advisors
New York
$62.5K +$5.39K +469 +10%
NSIM
50
North Star Investment Management
Illinois
$61K