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Golub Capital BDC
GBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Beaumont Financial Advisors
Massachusetts
$210K +$8.03K +526 +4%
PVI
252
Pine Valley Investments
New Jersey
$204K -$19.8K -1,300 -9%
CA
253
Clearstead Advisors
Ohio
$197K +$151K +9,927 +323%
CCG
254
Catalina Capital Group
California
$191K +$3.91K +256 +2%
MA
255
MAS Advisors
Florida
$190K +$6.27K +411 +3%
RBC
256
Romano Brothers & Co
Illinois
$184K -$26.7K -1,750 -13%
ACM
257
Aquatic Capital Management
Illinois
$182K +$183K +12,007 New
CG
258
CFO4Life Group
Texas
$181K +$4.2K +275 +2%
AAS
259
Avantax Advisory Services
Texas
$179K +$180K +11,817 New
WJWM
260
Williams Jones Wealth Management
New York
$178K +$179K +11,717 New
FAFN
261
First Affirmative Financial Network
Colorado
$176K -$7.95K -521 -4%
EFG
262
Embree Financial Group
Illinois
$176K +$4.87K +319 +3%
NPT
263
National Philanthropic Trust
Pennsylvania
$175K – – –
AA
264
Ancora Advisors
Ohio
$174K +$20K +1,310 +13%
EF
265
Empowered Funds
Pennsylvania
$173K +$174K +11,423 New
IAIM
266
International Assets Investment Management
Florida
$170K – – –
SWP
267
Strategic Wealth Partners
Ohio
$168K -$1.24K -81 -0.8%
PAW
268
Plan A Wealth
Nebraska
$168K +$169K +11,088 New
PWM
269
Perigon Wealth Management
California
$167K +$6.33K +415 +4%
IA
270
IFG Advisory
Georgia
$167K -$6.41K -420 -4%
MA
271
Mutual Advisors
Nebraska
$167K -$18.6K -1,222 -10%
EGM
272
Engineers Gate Manager
New York
$166K +$168K +10,977 New
CSC
273
Cove Street Capital
California
$164K – – –
FWM
274
Focused Wealth Management
New York
$161K +$4.35K +285 +3%
CWM
275
Cornerstone Wealth Management
Missouri
$160K +$161K +10,551 New
9 10
11
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