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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$309K +$37.2K +2,122 +14%
AWA
102
Arete Wealth Advisors
Illinois
$299K +$22.9K +1,305 +8%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$285K
Lido Advisors
104
Lido Advisors
California
$281K
DIM
105
DC Investments Management
Virginia
$280K +$282K +16,087 New
KFA
106
Kelleher Financial Advisors
New York
$277K +$279K +15,887 New
EAM
107
Evanson Asset Management
California
$276K
SFSIG
108
San Francisco Sentry Investment Group
California
$276K +$10.7K +612 +4%
Jane Street
109
Jane Street
New York
$275K +$277K +15,781 New
RFN
110
RDA Financial Network
Iowa
$274K +$82.4K +4,700 +42%
CMANY
111
Capital Management Associates (New York)
New York
$269K -$26.9K -1,532 -9%
MHS
112
M Holdings Securities
Oregon
$267K +$27.4K +1,563 +11%
AIM
113
Allen Investment Management
New York
$265K
RJFSA
114
Raymond James Financial Services Advisors
Florida
$257K +$1.31K +75 +0.5%
BFO
115
Biltmore Family Office
North Carolina
$251K -$191K -10,864 -43%
WP
116
WealthSource Partners
California
$232K +$233K +13,295 New
MFG
117
Magnus Financial Group
New York
$231K -$134K -7,658 -37%
IA
118
IFG Advisory
Georgia
$222K +$21.9K +1,250 +11%
SPC
119
Sigma Planning Corp
Michigan
$209K +$23.4K +1,333 +13%
MIC
120
Meridian Investment Counsel
California
$202K
KPW
121
Kore Private Wealth
New York
$197K +$151K +8,628 +321%
FBA
122
Front Barnett Associates
Illinois
$188K
Two Sigma Advisers
123
Two Sigma Advisers
New York
$187K +$188K +10,721 New
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$183K +$184K +10,505 New
PCM
125
Prelude Capital Management
New York
$178K