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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
Novare Capital Management
North Carolina
$229K -$37.5K -3,000 -15%
AWM
127
AE Wealth Management
Kansas
$197K -$33.9K -2,718 -15%
CI
128
CAZ Investments
Texas
$194K
HF
129
HRT Financial
New York
$194K +$183K +14,674 New
Lido Advisors
130
Lido Advisors
California
$187K -$34.2K -2,740 -16%
Osaic Holdings
131
Osaic Holdings
Arizona
$186K -$39.2K -3,138 -18%
BAS
132
Brown Advisory Securities
Maryland
$184K -$25K -2,000 -13%
TI
133
Trexquant Investment
Connecticut
$183K +$45.9K +3,678 +36%
SCM
134
Shelton Capital Management
Colorado
$182K
NHC
135
Nicholas Hoffman & Company
Georgia
$176K +$9.5K +761 +6%
WJWM
136
Williams Jones Wealth Management
New York
$172K -$31.2K -2,500 -16%
CC
137
Centiva Capital
New York
$172K -$17.3K -1,388 -10%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$172K
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$166K +$5.79K +464 +4%
CSS
140
Cubist Systematic Strategies
Connecticut
$162K -$110K -8,816 -42%
Deutsche Bank
141
Deutsche Bank
Germany
$157K +$3.52K +282 +2%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$150K -$24.5K -1,964 -15%
SWPG
143
Strategic Wealth Partners Group
Illinois
$146K -$50.5K -4,044 -27%
AWS
144
AJ Wealth Strategies
New York
$137K +$129K +10,324 New
SPC
145
Sigma Planning Corp
Michigan
$135K -$13.1K -1,052 -9%
BAM
146
Belpointe Asset Management
Nevada
$124K
CA
147
Clearstead Advisors
Ohio
$124K +$117K +9,375 New
FWM
148
Focused Wealth Management
New York
$119K +$2.51K +201 +2%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$111K +$50K +4,000 +93%
TRCT
150
Tower Research Capital (TRC)
New York
$110K +$64.6K +5,169 +167%