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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
251
Romano Brothers & Co
Illinois
$153K
HP
252
Holistic Planning
Texas
$152K +$154K +11,809 New
KAS
253
Kestra Advisory Services
Texas
$151K -$14.8K -1,139 -9%
WJWM
254
Williams Jones Wealth Management
New York
$151K
SWMP
255
Signature Wealth Management Partners
New Jersey
$149K -$167K -12,789 -52%
AGWCA
256
Annis Gardner Whiting Capital Advisors
Florida
$149K +$151K +11,555 New
TRCT
257
Tower Research Capital (TRC)
New York
$148K +$77.4K +5,943 +107%
CPL
258
CAP Partners LLC
Tennessee
$145K +$3.6K +276 +3%
TCM
259
Triumph Capital Management
Colorado
$136K -$20K -1,533 -13%
KWA
260
Kingswood Wealth Advisors
California
$135K +$104 +8 +0.1%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$134K +$235 +18 +0.2%
WSFS
262
Wilmington Savings Fund Society
Delaware
$133K
Squarepoint
263
Squarepoint
New York
$133K -$964K -73,971 -88%
US Bancorp
264
US Bancorp
Minnesota
$130K -$9.12K -700 -6%
GC
265
GatePass Capital
Ohio
$129K -$77.1K -5,920 -37%
CPA
266
Cardiff Park Advisors
California
$129K
IAIM
267
International Assets Investment Management
Florida
$119K +$361K +27,693 New
AA
268
Ancora Advisors
Ohio
$115K -$19.3K -1,481 -14%
UB
269
UMB Bank
Missouri
$114K
CFD
270
Creative Financial Designs
Indiana
$89.3K
TCOV
271
Trust Company of Vermont
Vermont
$77K +$77.9K +5,975 New
BTI
272
Blue Trust Inc
Georgia
$71.4K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$68.8K
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$66K
KCM
275
Key Capital Management
Tennessee
$59.9K -$7.62K -585 -11%