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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
NPT
226
National Philanthropic Trust
Pennsylvania
$174K +$174K +11,520 New
IA
227
IFG Advisory
Georgia
$173K +$19.6K +1,300 +13%
EFG
228
Embree Financial Group
Illinois
$171K +$171K +11,299 New
MWM
229
Mission Wealth Management
California
$170K -$14.3K -950 -8%
IAIM
230
International Assets Investment Management
Florida
$168K +$51.7K +3,425 +45%
CSC
231
Cove Street Capital
California
$164K +$126K +8,333 +333%
OC
232
Oppenheimer & Co
New York
$162K +$162K +10,706 New
SWP
233
Strategic Wealth Partners
Ohio
$161K +$45 +3 +0%
PWM
234
Perigon Wealth Management
California
$158K
FWM
235
Focused Wealth Management
New York
$156K +$3.83K +254 +3%
US Bancorp
236
US Bancorp
Minnesota
$156K -$12.1K -800 -7%
AA
237
Ancora Advisors
Ohio
$154K +$122K +8,056 +379%
KFA
238
Kelleher Financial Advisors
New York
$151K +$151K +10,004 New
CSPAM
239
Cary Street Partners Asset Management
Virginia
$151K +$151K +10,000 New
BAMF
240
BI Asset Management Fondsmaeglerselskab
Denmark
$147K
Lazard Asset Management
241
Lazard Asset Management
New York
$104K -$215K -14,232 -67%
IA
242
IFP Advisors
Florida
$66.1K -$117K -7,718 -64%
CFD
243
Creative Financial Designs
Indiana
$56.8K
ECM
244
EMC Capital Management
Texas
$54K +$201K +13,304 +78%
BCM
245
Basso Capital Management
Connecticut
$49.9K
QT
246
Quantbot Technologies
New York
$47.1K -$461K -30,563 -91%
CA
247
Clearstead Advisors
Ohio
$46.4K
AF
248
Advisornet Financial
Minnesota
$36.9K -$3.02K -200 -8%
Optiver Holding
249
Optiver Holding
Netherlands
$36.2K +$36.2K +2,399 New
AF
250
Allworth Financial
California
$35.4K +$20.3K +1,347 +136%