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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$15.8K -$20.1K -1,315 -56%
VNA
302
Valley National Advisers
Pennsylvania
$15K
RCM
303
Raleigh Capital Management
North Carolina
$13.4K
SAM
304
Synergy Asset Management
Washington
$10.7K +$10.8K +705 New
SPIA
305
Steward Partners Investment Advisory
New York
$10.6K
EWA
306
EverSource Wealth Advisors
Alabama
$10.3K +$2.52K +165 +32%
BTI
307
Blue Trust Inc
Georgia
$10.2K +$3.14K +206 +44%
TRCT
308
Tower Research Capital (TRC)
New York
$9.13K -$10.5K -691 -53%
BCMLT
309
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.7K +$275 +18 +3%
AWM
310
Avior Wealth Management
Nebraska
$8.08K
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K
RIL
312
Rothschild Investment LLC
Illinois
$7.58K
POIA
313
Pin Oak Investment Advisors
Texas
$7K
CAS
314
Coppell Advisory Solutions
Texas
$6.05K
APW
315
Aventura Private Wealth
Florida
$5.38K +$5.42K +355 New
DAM
316
Delta Asset Management
Tennessee
$4.7K
SS
317
Sunbelt Securities
Texas
$4.63K +$137 +9 +3%
CIAM
318
Caitong International Asset Management
Hong Kong
$4.62K +$4.65K +305 New
PIS
319
POM Investment Strategies
North Carolina
$4.17K +$4.2K +275 New
SIM
320
Synergy Investment Management
Florida
$3.2K +$3.22K +211 New
CWM
321
Compass Wealth Management
Connecticut
$3.03K +$3.05K +200 New
GEA
322
Glen Eagle Advisors
New Jersey
$2.79K +$92 +6 +3%
PS
323
Principal Securities
Iowa
$2.43K +$2.44K +160 New
SWA
324
SOA Wealth Advisors
New York
$894 +$900 +59 New
GI
325
GAMMA Investing
California
$743