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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$175K +$174K +11,961 New
PWM
252
Perigon Wealth Management
California
$174K +$14.3K +983 +9%
CWM
253
Cornerstone Wealth Management
Missouri
$173K -$19.1K -1,315 -10%
ORC
254
O'Rourke & Company
Massachusetts
$172K +$1.66K +114 +1%
WJWM
255
Williams Jones Wealth Management
New York
$172K
CMMS
256
Comprehensive Money Management Services
Florida
$170K +$13.5K +930 +9%
FWM
257
Focused Wealth Management
New York
$166K +$4.15K +285 +3%
GCP
258
GSA Capital Partners
United Kingdom
$163K -$380K -26,127 -70%
EGA
259
Eagle Global Advisors
Texas
$161K
GAA
260
Global Assets Advisory
Florida
$161K +$162K +11,105 New
KAS
261
Kestra Advisory Services
Texas
$157K +$156K +10,720 New
CAG
262
Crestwood Advisors Group
Massachusetts
$153K +$152K +10,414 New
US Bancorp
263
US Bancorp
Minnesota
$152K +$611 +42 +0.4%
CPL
264
CAP Partners LLC
Tennessee
$150K +$149K +10,215 New
CGFA
265
Colton Groome Financial Advisors
North Carolina
$149K +$148K +10,165 New
CPA
266
Cardiff Park Advisors
California
$147K
AWM
267
Arista Wealth Management
Nevada
$147K +$146K +10,000 New
UB
268
UMB Bank
Missouri
$129K
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$117K -$92.2K -6,334 -44%
BTI
270
Blue Trust Inc
Georgia
$116K +$27.8K +1,907 +32%
SWP
271
Strategic Wealth Partners
Ohio
$109K +$109K +7,457 New
CFD
272
Creative Financial Designs
Indiana
$102K
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$75K +$1.86K +128 +3%
A
274
AlphaQuest
New York
$71.5K -$31.8K -2,185 -31%
PFBT
275
Parkside Financial Bank & Trust
Missouri
$55.4K -$379 -26 -0.7%