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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$1.1M +$11.6K +769 +1%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$1.06M +$20.8K +1,378 +2%
ANTB
128
AMG National Trust Bank
Colorado
$1.01M
FM
129
Family Management
New York
$1M +$237K +15,677 +31%
DWA
130
Douglass Winthrop Advisors
New York
$997K
GWMIA
131
Global Wealth Management Investment Advisory
Florida
$996K +$337K +22,304 +51%
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$991K +$1.24M +82,256 New
KA
133
Klingman & Associates
New York
$945K +$7.37K +488 +0.8%
AAA
134
Adams Asset Advisors
Texas
$937K +$936K +62,018 New
TI
135
TrueMark Investments
Illinois
$928K -$407K -26,959 -30%
OBWG
136
Onyx Bridge Wealth Group
New York
$924K +$245K +16,213 +36%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$909K +$374K +24,780 +70%
SBCM
138
Silverberg Bernstein Capital Management
New York
$908K +$22.6K +1,500 +3%
Ameriprise
139
Ameriprise
Minnesota
$860K -$44.1K -2,922 -5%
ASN
140
Advisory Services Network
Georgia
$860K
NRS
141
Neville Rodie & Shaw
New York
$824K +$10.8K +715 +1%
RWA
142
Redhawk Wealth Advisors
Minnesota
$804K +$77.1K +5,105 +11%
PP
143
Pegasus Partners
Wisconsin
$799K
AA
144
Axiom Advisory
California
$763K +$30.1K +1,992 +4%
AWA
145
Amplius Wealth Advisors
Pennsylvania
$729K +$58K +3,841 +9%
CPIG
146
Chicago Partners Investment Group
Illinois
$728K +$184K +12,161 +35%
NFG
147
Nations Financial Group
Iowa
$710K -$3.55K -235 -0.5%
VEA
148
Virtus ETF Advisers
New York
$694K -$62.8K -4,161 -8%
BP
149
BBR Partners
New York
$655K +$654K +43,331 New
GWM
150
Geneos Wealth Management
Colorado
$629K +$8.35K +553 +1%