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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oxford Asset Management
United Kingdom
$448K -$115K -6,394 -21%
TCW Group
102
TCW Group
California
$435K – – –
DTL
103
Dynamic Technology Lab
Singapore
$417K +$406K +22,610 New
DIM
104
DC Investments Management
Virginia
$410K +$110K +6,118 +38%
RFN
105
RDA Financial Network
Iowa
$387K +$108K +6,020 +38%
Glenmede Trust
106
Glenmede Trust
Pennsylvania
$380K -$79.3K -4,413 -18%
Williams Jones Wealth Management
107
Williams Jones Wealth Management
New York
$349K +$340K +18,889 New
Evercore Wealth Management
108
Evercore Wealth Management
New York
$347K – – –
LPL Financial
109
LPL Financial
California
$329K +$2.08K +116 +0.7%
Lido Advisors
110
Lido Advisors
California
$298K – – –
People's United Financial
111
People's United Financial
Connecticut
$296K -$50.4K -2,804 -15%
KFA
112
Kelleher Financial Advisors
New York
$293K – – –
EAM
113
Evanson Asset Management
California
$292K – – –
SFSIG
114
San Francisco Sentry Investment Group
California
$292K – – –
CMANY
115
Capital Management Associates (New York)
New York
$284K – – –
WSC
116
Wellington Shields & Co
New York
$284K +$277K +15,417 New
AIM
117
Allen Investment Management
New York
$281K – – –
MHS
118
M Holdings Securities
Oregon
$270K -$12.7K -705 -5%
Raymond James Financial Services Advisors
119
Raymond James Financial Services Advisors
Florida
$262K -$9.17K -510 -3%
IFG Advisory
120
IFG Advisory
Georgia
$255K +$19.8K +1,099 +9%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$245K -$55.1K -3,063 -19%
MFG
122
Magnus Financial Group
New York
$245K – – –
WP
123
WealthSource Partners
California
$236K -$9.17K -510 -4%
Sigma Planning Corp
124
Sigma Planning Corp
Michigan
$210K -$11K -612 -5%
Victory Capital Management
125
Victory Capital Management
Texas
$206K +$200K +11,139 New