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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
76
Baillie Gifford & Co
United Kingdom
$1.51M
SAM
77
Shikiar Asset Management
New York
$1.5M -$284K -20,850 -15%
EIA
78
Edgemoor Investment Advisors
Maryland
$1.37M -$8.07K -593 -0.5%
Mariner
79
Mariner
Kansas
$1.34M +$1.47M +108,238 New
NRS
80
Neville Rodie & Shaw
New York
$1.31M -$74.8K -5,499 -5%
S
81
SignatureFD
Georgia
$1.31M +$8.64K +635 +0.6%
JMPWA
82
JP Morgan Private Wealth Advisors
California
$1.24M +$205K +15,056 +18%
Principal Financial Group
83
Principal Financial Group
Iowa
$1.23M -$2.36M -173,452 -64%
Ameriprise
84
Ameriprise
Minnesota
$1.19M +$43.5K +3,193 +3%
IFO
85
Independent Family Office
New York
$1.18M
SCA
86
Snowden Capital Advisors
New York
$1.14M +$1.25M +92,041 New
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.1M +$24.1K +1,768 +2%
AWM
88
Axxcess Wealth Management
California
$1.05M +$789 +58 +0.1%
DADC
89
D.A. Davidson & Co
Montana
$1.05M +$56.4K +4,146 +5%
CCM
90
Callodine Capital Management
Massachusetts
$1.05M +$476K +35,000 +70%
LCWP
91
Legacy Capital Wealth Partners
Arkansas
$1.05M +$54.1K +3,974 +5%
JF
92
Jump Financial
Illinois
$1.02M -$911K -66,951 -45%
Stifel Financial
93
Stifel Financial
Missouri
$951K -$116K -8,547 -10%
CG
94
Cynosure Group
Utah
$885K +$972K +71,402 New
PA
95
Parallel Advisors
California
$879K -$46.8K -3,437 -5%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$877K +$61.9K +4,547 +7%
Invesco
97
Invesco
Georgia
$787K +$377K +27,678 +77%
NHC
98
Nicholas Hoffman & Company
Georgia
$729K +$34.7K +2,550 +5%
FBA
99
Front Barnett Associates
Illinois
$728K -$14 -1 -0%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$714K