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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
126
Kelleher Financial Advisors
New York
$444K +$148K +9,429 +50%
RFN
127
RDA Financial Network
Iowa
$410K +$9.68K +616 +2%
BCP
128
Berkeley Capital Partners
Georgia
$392K -$7.08K -451 -2%
AIM
129
Anchor Investment Management
South Carolina
$391K -$66K -4,203 -15%
KPW
130
Kore Private Wealth
New York
$388K
CC
131
Claybrook Capital
Massachusetts
$380K +$378K +24,060 New
Ameriprise
132
Ameriprise
Minnesota
$363K +$154K +9,814 +75%
LGA
133
Lebenthal Global Advisors
New York
$361K +$7.86K +500 +2%
BAS
134
Brown Advisory Securities
Maryland
$358K +$39.3K +2,500 +12%
PSUF
135
People's United Financial
Connecticut
$355K +$298 +19 +0.1%
CSS
136
Cubist Systematic Strategies
Connecticut
$351K -$1.3M -82,438 -79%
Millennium Management
137
Millennium Management
New York
$347K -$3.06M -194,629 -90%
ACM
138
Ayrshire Capital Management
Connecticut
$343K +$5.26K +335 +2%
CI
139
CAZ Investments
Texas
$338K
Citadel Advisors
140
Citadel Advisors
Florida
$334K -$716K -45,558 -68%
US Bancorp
141
US Bancorp
Minnesota
$329K -$1.16K -74 -0.4%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$320K -$29.2K -1,860 -8%
CL
143
CPWM LLC
Washington
$312K +$310K +19,755 New
DM
144
Delphi Management
Massachusetts
$307K -$53.6K -3,415 -15%
OMC
145
Overbrook Management Corp
New York
$306K
EWM
146
Evercore Wealth Management
New York
$301K +$9.82K +625 +3%
Victory Capital Management
147
Victory Capital Management
Texas
$285K -$12.7K -808 -4%
BAM
148
Belpointe Asset Management
Nevada
$280K +$278K +17,717 New
CG
149
CFO4Life Group
Texas
$277K -$23.9K -1,519 -8%
WA
150
Wambolt & Associates
Colorado
$277K -$5.92K -377 -2%