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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Allen Investment Management
New York
$3.64M
CWM
52
Curi Wealth Management
North Carolina
$3.55M +$534K +33,985 +18%
NCM
53
Next Capital Management
New York
$3.5M -$1.04M -66,422 -23%
UCFA
54
United Capital Financial Advisors
Texas
$3.42M +$247K +15,700 +8%
ECG
55
Edge Capital Group
Georgia
$3.36M +$3.34M +212,398 New
LPL Financial
56
LPL Financial
California
$3.33M +$2.07M +132,057 +168%
PC
57
Prairiewood Capital
North Dakota
$2.99M +$2.97M +189,275 New
Lido Advisors
58
Lido Advisors
California
$2.78M -$257K -16,354 -9%
NFC
59
Northeast Financial Consultants
Connecticut
$2.63M -$824K -52,455 -24%
S
60
SignatureFD
Georgia
$2.5M +$1.89K +120 +0.1%
FPS
61
Fieldpoint Private Securities
Connecticut
$2.42M -$9.03K -575 -0.4%
LCWP
62
Legacy Capital Wealth Partners
Arkansas
$2.4M +$1.18M +75,412 New
SCA
63
Spearhead Capital Advisors
Florida
$2.37M
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$2.24M +$236K +14,993 +12%
TYCC
65
Texas Yale Capital Corp
Florida
$2.23M -$265K -16,897 -11%
Invesco
66
Invesco
Georgia
$2.04M -$319K -20,295 -14%
JMPWA
67
JP Morgan Private Wealth Advisors
California
$1.99M +$111K +7,085 +6%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$1.87M -$3.83M -243,946 -67%
EIA
69
Edgemoor Investment Advisors
Maryland
$1.8M -$258K -16,442 -13%
NRS
70
Neville Rodie & Shaw
New York
$1.76M -$13.3K -849 -0.8%
GEM
71
Global Endowment Management
North Carolina
$1.74M
EBA
72
Eagle Bay Advisors
New York
$1.72M -$1.26M -79,987 -42%
SQA
73
Simon Quick Advisors
New Jersey
$1.69M -$305K -19,429 -15%
FBA
74
Front Barnett Associates
Illinois
$1.64M -$190K -12,100 -10%
CCM
75
Condor Capital Management
New Jersey
$1.51M +$109K +6,957 +8%