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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
TI
126
Tidal Investments
Wisconsin
$1.03M – – –
EWA
127
EP Wealth Advisors
California
$1.02M -$234K -17,936 -19%
EP
128
Ehrenkranz Partners
New York
$996K +$260K +19,981 +35%
OBWG
129
Onyx Bridge Wealth Group
New York
$995K +$39.3K +3,014 +4%
S
130
SignatureFD
Georgia
$990K +$22.3K +1,708 +2%
AC
131
Avestar Capital
New York
$990K +$1M +76,840 New
MIC
132
Meridian Investment Counsel
California
$977K +$45K +3,450 +5%
FPAS
133
Focus Partners Advisor Solutions
Missouri
$955K +$55.9K +4,291 +6%
SCM
134
SCS Capital Management
Massachusetts
$932K +$370K +28,426 +65%
RFC
135
Regions Financial Corp
Alabama
$914K – – –
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$913K +$152K +11,653 +20%
EWM
137
Evercore Wealth Management
New York
$809K – – –
GIC
138
Generali Investments CEE
Czech Republic
$794K – – –
AWM
139
Accurate Wealth Management
Florida
$794K +$2.61K +200 +0.3%
CA
140
Commerce Advisors
Tennessee
$786K -$21.3K -1,637 -3%
CCM
141
Callodine Capital Management
Massachusetts
$748K -$1.85M -141,888 -71%
QCM
142
Quantinno Capital Management
New York
$740K -$460K -35,303 -38%
KFA
143
Kelleher Financial Advisors
New York
$726K +$356K +27,301 +94%
LA
144
LM Advisors
California
$721K +$720K +55,246 +7,327%
CSP
145
Cary Street Partners
Virginia
$714K +$4.08K +313 +0.6%
PPW
146
Pasadena Private Wealth
California
$711K +$261K +20,000 +57%
CAU
147
Caxton Associates (UK)
$703K -$736K -56,496 -51%
EIA
148
Edgemoor Investment Advisors
Maryland
$688K -$103K -7,913 -13%
ANTB
149
AMG National Trust Bank
Colorado
$672K -$195K -14,935 -22%
GC
150
Guggenheim Capital
Illinois
$670K +$59K +4,525 +10%