We are live on ! Find out more
GBDC icon

Golub Capital BDC
GBDC

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$163K +$22.5K +1,628 +16%
FWM
277
Focused Wealth Management
New York
$162K +$4.5K +325 +3%
RBC
278
Romano Brothers & Co
Illinois
$161K -$3.46K -250 -2%
NPT
279
National Philanthropic Trust
Pennsylvania
$159K -$88.4K -6,388 -35%
WJWM
280
Williams Jones Wealth Management
New York
$159K – – –
AFWM
281
Arta Finance Wealth Management
California
$156K +$160K +11,520 New
CGFA
282
Colton Groome Financial Advisors
North Carolina
$155K +$4.44K +321 +3%
MSCM
283
McElhenny Sheffield Capital Management
Texas
$150K – – –
IAIM
284
International Assets Investment Management
Florida
$147K +$253K +18,300 +165%
ECM
285
EMC Capital Management
Texas
$147K -$26.4K -1,909 -15%
BF
286
Brucke Financial
Indiana
$147K +$150K +10,798 New
SFS
287
Sowell Financial Services
Arkansas
$146K +$149K +10,796 New
RWM
288
Ritholtz Wealth Management
New York
$146K +$149K +10,731 New
CPL
289
CAP Partners LLC
Tennessee
$145K +$4.36K +315 +3%
KWA
290
Kingswood Wealth Advisors
California
$142K +$125 +9 +0.1%
SGCA
291
Steel Grove Capital Advisors
Tennessee
$141K -$2.16M -156,325 -94%
CAG
292
Crestwood Advisors Group
Massachusetts
$141K – – –
PWM
293
Perigon Wealth Management
California
$141K – – –
AA
294
Ancora Advisors
Ohio
$141K -$3.95K -285 -3%
WSFS
295
Wilmington Savings Fund Society
Delaware
$141K – – –
LCS
296
Levin Capital Strategies
New York
$140K +$143K +10,300 New
PCM
297
Permanent Capital Management
Illinois
$140K +$143K +10,300 New
TCM
298
TT Capital Management
California
$136K +$138K +10,003 New
CPA
299
Cardiff Park Advisors
California
$136K – – –
SC
300
Sepio Capital
Utah
$136K +$138K +10,000 New
10 11
12
13 14