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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$791K -$90.7K -5,663 -11%
AR
52
Advisory Research
Illinois
$774K -$138K -8,588 -16%
HB
53
Homrich & Berg
Georgia
$760K +$13.1K +817 +2%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$727K -$21.4K -1,335 -3%
WSCM
55
Wellington Shields Capital Management
New York
$704K +$1.63K +102 +0.2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$676K +$15.6K +971 +2%
BAS
57
Brown Advisory Securities
Maryland
$673K +$2.63K +164 +0.4%
SMDAM
58
Sumitomo Mitsui DS Asset Management
Japan
$665K -$142K -8,886 -18%
BCP
59
Berkeley Capital Partners
Georgia
$640K +$605K +37,728 New
RFC
60
Russell Frank Company
Washington
$611K -$49.1K -3,063 -8%
AIM
61
Allen Investment Management
New York
$564K
WJA
62
Williams Jones & Associates
New York
$554K -$57.3K -3,574 -10%
William Blair & Company
63
William Blair & Company
Illinois
$499K
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$492K +$22.5K +1,406 +5%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$481K +$305K +19,051 +205%
PAG
66
Private Advisor Group
New Jersey
$472K +$446K +27,818 New
ACM
67
Ativo Capital Management
Illinois
$470K -$112 -7 -0%
MC
68
Moors & Cabot
Massachusetts
$466K -$11.9K -744 -3%
Citigroup
69
Citigroup
New York
$448K -$54K -3,373 -11%
MIC
70
Meridian Investment Counsel
California
$399K -$74K -4,620 -16%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$392K -$52.8K -3,293 -12%
Bank of America
72
Bank of America
North Carolina
$379K +$269K +16,787 +303%
LWA
73
Lenox Wealth Advisors
New York
$368K
Bank of New York Mellon
74
Bank of New York Mellon
New York
$368K +$14.4K +899 +4%
CG
75
Clinton Group
New York
$344K +$124K +7,742 +62%