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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
EH
251
Equitable Holdings
New York
$173K
CMMS
252
Comprehensive Money Management Services
Florida
$171K +$13.3K +900 +8%
PVI
253
Pine Valley Investments
New Jersey
$170K
CWM
254
Cornerstone Wealth Management
Missouri
$168K +$6.82K +463 +4%
SOADOR
255
State of Alaska Department of Revenue
Alaska
$167K +$181K +12,271 New
RBC
256
Romano Brothers & Co
Illinois
$166K
KIC
257
Kensington Investment Counsel
California
$164K
ORC
258
O'Rourke & Company
Massachusetts
$162K +$1.8K +122 +1%
IAIM
259
International Assets Investment Management
Florida
$161K -$295K -20,000 -64%
WJWM
260
Williams Jones Wealth Management
New York
$160K
FWM
261
Focused Wealth Management
New York
$159K +$4.57K +310 +3%
GAA
262
Global Assets Advisory
Florida
$154K +$2.44K +166 +1%
CGFA
263
Colton Groome Financial Advisors
North Carolina
$152K +$13.4K +913 +9%
MSCM
264
McElhenny Sheffield Capital Management
Texas
$151K +$163K +11,050 New
EGA
265
Eagle Global Advisors
Texas
$151K
AA
266
Ancora Advisors
Ohio
$146K -$51.6K -3,507 -25%
Susquehanna International Group
267
Susquehanna International Group
Pennsylvania
$144K +$155K +10,555 New
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$143K +$156K +10,581 New
KWA
269
Kingswood Wealth Advisors
California
$143K +$154K +10,457 New
CAG
270
Crestwood Advisors Group
Massachusetts
$143K
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$142K +$153K +10,389 New
PWM
272
Perigon Wealth Management
California
$142K -$22.2K -1,507 -13%
US Bancorp
273
US Bancorp
Minnesota
$142K -$29 -2 -0%
CPL
274
CAP Partners LLC
Tennessee
$142K +$2.27K +154 +2%
WSFS
275
Wilmington Savings Fund Society
Delaware
$142K -$1.19M -80,699 -89%