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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Condor Capital Management
New Jersey
$1.75M +$330K +23,072 +21%
FPS
77
Fieldpoint Private Securities
Connecticut
$1.68M -$512K -35,771 -22%
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$1.58M -$40.9M -2,856,135 -96%
HWM
79
HB Wealth Management
Georgia
$1.52M -$5.35M -374,030 -76%
AI
80
Atria Investments
North Carolina
$1.49M -$368K -25,710 -18%
Brown Advisory
81
Brown Advisory
Maryland
$1.47M +$100K +7,000 +7%
NRS
82
Neville Rodie & Shaw
New York
$1.45M -$25.8K -1,799 -2%
EIA
83
Edgemoor Investment Advisors
Maryland
$1.44M
GEM
84
Global Endowment Management
North Carolina
$1.43M -$1.12M -78,100 -42%
S
85
SignatureFD
Georgia
$1.36M -$752K -52,549 -33%
IFO
86
Independent Family Office
New York
$1.24M
Ameriprise
87
Ameriprise
Minnesota
$1.2M +$281K +19,646 +27%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.13M -$23.4K -1,632 -2%
JMPWA
89
JP Morgan Private Wealth Advisors
California
$1.11M -$786K -54,876 -39%
Stifel Financial
90
Stifel Financial
Missouri
$1.11M +$17.3K +1,211 +1%
AWM
91
Axxcess Wealth Management
California
$1.1M +$85.7K +5,985 +8%
DADC
92
D.A. Davidson & Co
Montana
$1.05M +$275K +19,185 +31%
LCWP
93
Legacy Capital Wealth Partners
Arkansas
$1.04M +$24.9K +1,736 +2%
PA
94
Parallel Advisors
California
$964K +$326K +22,747 +44%
GC
95
Gillson Capital
Illinois
$924K +$1.02M +71,258 New
LSV Asset Management
96
LSV Asset Management
Illinois
$901K +$6.33K +442 +0.6%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$898K -$3.58M -250,119 -78%
GWM
98
Geneos Wealth Management
Colorado
$888K -$88.9K -6,211 -8%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$858K +$1.3K +91 +0.1%
MM
100
MQS Management
New York
$811K +$38.8K +2,712 +5%