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Barings BDC

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
51
Prevail Innovative Wealth Advisors
Kansas
$717K +$771K +81,865 New
Northern Trust
52
Northern Trust
Illinois
$630K +$81.8K +8,693 +14%
PCG
53
Prosperity Consulting Group
Maryland
$595K +$640K +67,971 New
BI
54
Bulldog Investors
New Jersey
$591K -$1.35M -143,079 -68%
AWM
55
Apollon Wealth Management
South Carolina
$567K +$19.3K +2,052 +3%
KAS
56
Kestra Advisory Services
Texas
$546K -$107K -11,348 -15%
HAG
57
HighPoint Advisor Group
Illinois
$505K -$5.69K -605 -1%
Jane Street
58
Jane Street
New York
$505K +$542K +57,631 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$499K +$10.9K +1,160 +2%
Lido Advisors
60
Lido Advisors
California
$486K +$405 +43 +0.1%
CCIA
61
Campbell & Co Investment Adviser
Maryland
$486K -$31.1K -3,308 -6%
BA
62
Bard Associates
Illinois
$475K -$123K -13,067 -19%
Citigroup
63
Citigroup
New York
$465K +$134K +14,227 +37%
Verition Fund Management
64
Verition Fund Management
Connecticut
$456K +$127K +13,449 +35%
LSV Asset Management
65
LSV Asset Management
Illinois
$409K +$99.8K +10,600 +29%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$402K +$40.4K +4,296 +10%
WA
67
Waverly Advisors
Alabama
$369K -$20.4K -2,171 -5%
Stifel Financial
68
Stifel Financial
Missouri
$368K -$13.7K -1,455 -3%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$363K -$24K -2,555 -6%
AWA
70
Arete Wealth Advisors
Illinois
$358K +$39.5K +4,196 +11%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$355K +$382K +40,573 New
SS
72
Sunbelt Securities
Texas
$331K -$142K -15,116 -29%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$318K +$341K +36,274 New
CAU
74
Caxton Associates (UK)
$315K +$126K +13,363 +59%
AA
75
Armis Advisers
Georgia
$315K +$329K +35,000 New