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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
101
Cowen Prime Advisors
New York
$797K
Bank of New York Mellon
102
Bank of New York Mellon
New York
$786K +$20.6K +1,551 +3%
NRS
103
Neville Rodie & Shaw
New York
$783K -$142K -10,675 -16%
AWM
104
AE Wealth Management
Kansas
$781K +$68.4K +5,155 +10%
KA
105
Klingman & Associates
New York
$753K +$32.5K +2,450 +5%
TI
106
Tidal Investments
Wisconsin
$745K +$597 +45 +0.1%
NHC
107
Nicholas Hoffman & Company
Georgia
$678K +$47.4K +3,570 +8%
GWM
108
Geneos Wealth Management
Colorado
$675K -$24.6K -1,855 -4%
GEM
109
Global Endowment Management
North Carolina
$675K
CCP
110
Clough Capital Partners
Massachusetts
$673K -$632K -47,600 -49%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$671K +$33.7K +2,539 +5%
WS
112
Wedbush Securities
California
$647K
GCM
113
Graham Capital Management
Connecticut
$615K -$42.2K -3,178 -7%
NFG
114
Nations Financial Group
Iowa
$612K -$5.28K -398 -0.9%
IAIM
115
International Assets Investment Management
Florida
$608K
EWM
116
Evercore Wealth Management
New York
$608K
CG
117
Colony Group
Massachusetts
$594K -$6.23M -469,254 -91%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$574K -$165K -12,400 -23%
EW
119
Evoke Wealth
California
$545K
RJA
120
Raymond James & Associates
Florida
$522K -$22.4K -1,691 -4%
GSEP
121
Golden State Equity Partners
California
$521K +$513K +38,612 New
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
$517K -$436K -32,848 -46%
AWA
123
Amplius Wealth Advisors
Pennsylvania
$516K
GWMIA
124
Global Wealth Management Investment Advisory
Florida
$513K +$32.8K +2,468 +7%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$489K +$5.43K +409 +1%