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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
276
Valley National Advisers
Pennsylvania
$15K – – –
RCM
277
Raleigh Capital Management
North Carolina
$13.9K – – –
Avior Wealth Management
278
Avior Wealth Management
Nebraska
$12.6K – – –
HCP
279
Hexagon Capital Partners
Arkansas
$12.4K +$9.62K +586 +287%
Steward Partners Investment Advisory
280
Steward Partners Investment Advisory
New York
$11K -$150K -9,144 -93%
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.73K -$10.6K -643 -54%
RIL
282
Rothschild Investment LLC
Illinois
$7.86K – – –
EverSource Wealth Advisors
283
EverSource Wealth Advisors
Alabama
$7.37K +$99 +6 +1%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$7.32K +$7.65K +466 New
POIA
285
Pin Oak Investment Advisors
Texas
$7K – – –
CAS
286
Coppell Advisory Solutions
Texas
$6.28K +$6.57K +400 New
DAM
287
Delta Asset Management
Tennessee
$4.87K – – –
SS
288
Sunbelt Securities
Texas
$4.62K +$4.83K +294 New
GEA
289
Glen Eagle Advisors
New Jersey
$2.7K +$148 +9 +6%
Blue Trust Inc
290
Blue Trust Inc
Georgia
$2.38K +$2.35K +143 New
TAM
291
Tucker Asset Management
Colorado
$1.23K – – –
GAMMA Investing
292
GAMMA Investing
California
$770 – – –
Global Retirement Partners
293
Global Retirement Partners
California
$94 +$99 +6 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$47 +$16 +1 +50%
CBA
295
Coastal Bridge Advisors
Connecticut
– -$1.97M -118,676 Closed
IFO
296
Independent Family Office
New York
– -$1.59M -95,500 Closed
EW
297
Evoke Wealth
California
– -$1.2M -71,870 Closed
United Capital Financial Advisors
298
United Capital Financial Advisors
Texas
– -$1.07M -64,370 Closed
SG Americas Securities
299
SG Americas Securities
New York
– -$878K -52,820 Closed
PIWA
300
Prevail Innovative Wealth Advisors
Kansas
– -$664K -39,942 Closed