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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
Legacy Advisors
Pennsylvania
$222K +$232K +14,100 New
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$219K +$115K +7,028 +102%
MA
228
Mutual Advisors
Nebraska
$218K +$232K +14,137 New
CAP
229
Columbia Advisory Partners
Washington
$218K +$228K +13,879 New
RBC
230
Romano Brothers & Co
Illinois
$218K
BFA
231
Beaumont Financial Advisors
Massachusetts
$208K +$7.68K +468 +4%
MWM
232
Mattern Wealth Management
Kansas
$204K
Wealthfront Advisers
233
Wealthfront Advisers
California
$204K +$164 +10 +0.1%
FIA
234
Foundations Investment Advisors
Arizona
$201K +$19.9K +1,212 +10%
BFG
235
Bleakley Financial Group
New Jersey
$192K +$201K +12,216 New
SW
236
Simplicity Wealth
New Jersey
$192K +$201K +12,216 New
MWM
237
Mission Wealth Management
California
$192K -$16.4K -1,000 -8%
MA
238
MAS Advisors
Florida
$191K -$7.49K -456 -4%
IA
239
IFP Advisors
Florida
$190K +$181K +11,005 +1,012%
KAS
240
Kestra Advisory Services
Texas
$187K -$36.6K -2,228 -16%
CWM
241
Cornerstone Wealth Management
Missouri
$185K +$194K +11,787 New
CG
242
CFO4Life Group
Texas
$179K +$7.27K +443 +4%
EGM
243
Engineers Gate Manager
New York
$176K +$184K +11,212 New
US Bancorp
244
US Bancorp
Minnesota
$175K -$7.8K -475 -4%
FAFN
245
First Affirmative Financial Network
Colorado
$171K +$7.24K +441 +4%
SWP
246
Strategic Wealth Partners
Ohio
$167K -$13.5K -821 -7%
PWM
247
Perigon Wealth Management
California
$165K +$1.35K +82 +0.8%
IA
248
IFG Advisory
Georgia
$159K +$166K +10,120 New
FWM
249
Focused Wealth Management
New York
$159K +$166K +10,094 New
BAMF
250
BI Asset Management Fondsmaeglerselskab
Denmark
$153K -$293K -17,874 -65%