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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$367K +$360K +20,430 New
Williams Jones Wealth Management
127
Williams Jones Wealth Management
New York
$341K – – –
TCW Group
128
TCW Group
California
$339K -$85.2K -4,829 -20%
IFG Advisory
129
IFG Advisory
Georgia
$320K +$68.3K +3,869 +28%
Cubist Systematic Strategies
130
Cubist Systematic Strategies
Connecticut
$314K +$306K +17,351 New
SFSIG
131
San Francisco Sentry Investment Group
California
$312K +$25.2K +1,430 +9%
Aperio Group
132
Aperio Group
California
$301K +$109K +6,186 +59%
Lido Advisors
133
Lido Advisors
California
$292K – – –
KFA
134
Kelleher Financial Advisors
New York
$287K – – –
Raymond James Financial Services Advisors
135
Raymond James Financial Services Advisors
Florida
$275K +$18.1K +1,027 +7%
Squarepoint
136
Squarepoint
New York
$275K +$268K +15,203 New
MHS
137
M Holdings Securities
Oregon
$254K -$10.4K -592 -4%
Sigma Planning Corp
138
Sigma Planning Corp
Michigan
$242K +$35.3K +1,999 +18%
MFG
139
Magnus Financial Group
New York
$240K – – –
Schonfeld Strategic Advisors
140
Schonfeld Strategic Advisors
New York
$240K +$234K +13,273 New
CMANY
141
Capital Management Associates (New York)
New York
$233K -$45K -2,552 -17%
WP
142
WealthSource Partners
California
$226K -$4.94K -280 -2%
Independent Advisor Alliance
143
Independent Advisor Alliance
North Carolina
$215K +$209K +11,868 New
KPW
144
Kore Private Wealth
New York
$205K – – –
Parallel Advisors
145
Parallel Advisors
California
$204K +$146K +8,257 +273%
Cerity Partners
146
Cerity Partners
New York
$194K +$190K +10,749 New
FBA
147
Front Barnett Associates
Illinois
$192K – – –
SEI Investments
148
SEI Investments
Pennsylvania
$192K +$188K +10,643 New
Deutsche Bank
149
Deutsche Bank
Germany
$191K -$1.64M -92,900 -90%
Belpointe Asset Management
150
Belpointe Asset Management
Nevada
$174K +$8.22K +466 +5%