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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
126
Virtus Investment Advisers
Connecticut
$445K +$489K +35,905 New
SQA
127
Simon Quick Advisors
New Jersey
$435K -$242K -17,775 -34%
CPA
128
Cowen Prime Advisors
New York
$431K -$327 -24 -0.1%
MA
129
Momentum Advisors
New York
$429K +$18.1K +1,327 +4%
TCOV
130
Trust Company of Vermont
Vermont
$426K
EWM
131
Evercore Wealth Management
New York
$423K +$98.7K +7,250 +27%
MC
132
Moors & Cabot
Massachusetts
$418K +$12.9K +947 +3%
PI
133
Putnam Investments
Massachusetts
$399K +$438K +32,208 New
EW
134
Evoke Wealth
California
$396K +$23.9K +1,755 +6%
GCP
135
GSA Capital Partners
United Kingdom
$396K +$435K +31,969 New
GWMIA
136
Global Wealth Management Investment Advisory
Florida
$384K +$48.3K +3,547 +13%
PP
137
Pegasus Partners
Wisconsin
$375K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$370K -$325K -23,912 -44%
RFN
139
RDA Financial Network
Iowa
$369K +$42.8K +3,146 +12%
AIM
140
Anchor Investment Management
South Carolina
$365K +$25.2K +1,849 +7%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$364K -$20K -1,467 -5%
VEA
142
Virtus ETF Advisers
New York
$357K -$116K -8,539 -23%
WS
143
Wedbush Securities
California
$331K +$363K +26,680 New
DFG
144
Delphi Financial Group
Delaware
$319K
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$317K +$83.3K +6,119 +31%
CPIG
146
Chicago Partners Investment Group
Illinois
$305K -$135K -9,889 -30%
CC
147
Claybrook Capital
Massachusetts
$298K
IFG
148
Independent Financial Group
California
$282K +$45.4K +3,335 +17%
KPW
149
Kore Private Wealth
New York
$271K
GC
150
Guggenheim Capital
Illinois
$271K +$21.6K +1,589 +8%