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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
151
Capital Financial Services
New York
$273K +$33.8K +2,150 +14%
CPA
152
Cowen Prime Advisors
New York
$261K
GAM
153
Griffin Asset Management
New York
$258K
GWMIA
154
Global Wealth Management Investment Advisory
Florida
$257K +$57.5K +3,658 +29%
NCM
155
Novare Capital Management
North Carolina
$249K
RJFSA
156
Raymond James Financial Services Advisors
Florida
$243K +$44.6K +2,841 +23%
IFG
157
Independent Financial Group
California
$234K
KAS
158
Kestra Advisory Services
Texas
$216K -$10.9K -697 -5%
TCA
159
Transcend Capital Advisors
New Jersey
$205K +$205K +13,023 New
Goldman Sachs
160
Goldman Sachs
New York
$204K -$57.2K -3,643 -22%
BWM
161
BT Wealth Management
Georgia
$204K
Deutsche Bank
162
Deutsche Bank
Germany
$203K +$3.85K +245 +2%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$203K +$201K +12,815 New
AA
164
Ancora Advisors
Ohio
$198K
SCI
165
Stableford Capital II
Arizona
$196K +$15.7K +1,000 +9%
T. Rowe Price Associates
166
T. Rowe Price Associates
Maryland
$190K
NWA
167
New World Advisors
Massachusetts
$186K +$183K +11,631 New
OIA
168
OneDigital Investment Advisors
Kansas
$181K +$180K +11,432 New
SCM
169
Shelton Capital Management
Colorado
$179K -$37.7K -2,400 -17%
SIG
170
Sargent Investment Group
Maryland
$178K
MWM
171
Mission Wealth Management
California
$176K
Squarepoint
172
Squarepoint
New York
$175K +$174K +11,100 New
GC
173
Grimes & Company
Massachusetts
$166K +$165K +10,489 New
LSV Asset Management
174
LSV Asset Management
Illinois
$161K
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$159K +$158K +10,058 New