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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$88K +$85.4K +5,033 New
AIM
102
Anchor Investment Management
South Carolina
$66.9K – – –
MFS
103
MSI Financial Services
Massachusetts
$62K – – –
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$62K +$34.7K +2,042 +138%
WRM
105
Westport Resources Management
Connecticut
$40K -$23.5K -1,385 -38%
CPIG
106
Chicago Partners Investment Group
Illinois
$33K +$560 +33 +2%
US Bancorp
107
US Bancorp
Minnesota
$26K – – –
NSIM
108
North Star Investment Management
Illinois
$24K +$424 +25 +2%
MFW
109
Mosaic Family Wealth
Missouri
$19K – – –
FWM
110
Focused Wealth Management
New York
$18K – – –
WA
111
WFG Advisors
Texas
$18K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$17K +$3.99K +235 +31%
IA
113
IFP Advisors
Florida
$14K +$13.9K +817 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$13K – – –
Barclays
115
Barclays
United Kingdom
$11K +$10.3K +605 New
PCM
116
Penserra Capital Management
California
$10K – – –
FHA
117
First Horizon Advisors
Tennessee
$9K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$7K -$1.65K -97 -20%
NFG
119
Next Financial Group
Texas
$7K – – –
Creative Planning
120
Creative Planning
Kansas
$5K -$6.08K -358 -54%
PAM
121
Panagora Asset Management
Massachusetts
$4K – – –
PMFA
122
Plante Moran Financial Advisors
Michigan
$3K +$441 +26 +20%
JIC
123
Joel Isaacson & Co
New York
$2K -$164K -9,683 -99%
IWMPD
124
Integrated Wealth Management (Palm Desert)
California
$2K – – –
MRCM
125
M&R Capital Management
New Jersey
$2K +$2.43K +143 New