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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
CPWM LLC
Washington
$312K
CPIG
152
Chicago Partners Investment Group
Illinois
$312K +$305K +19,668 New
OMC
153
Overbrook Management Corp
New York
$311K +$11.7K +758 +4%
EWM
154
Evercore Wealth Management
New York
$310K +$15.1K +975 +5%
Victory Capital Management
155
Victory Capital Management
Texas
$309K +$31.3K +2,021 +11%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$309K +$57.8K +3,734 +23%
UB
157
UMB Bank
Missouri
$308K +$309K +19,976 New
DM
158
Delphi Management
Massachusetts
$301K +$1.55K +100 +0.5%
BFM
159
Boothbay Fund Management
New York
$296K +$296K +19,140 New
CWM
160
Cherrydale Wealth Management
New Jersey
$293K +$294K +18,979 New
GC
161
Guggenheim Capital
Illinois
$278K -$865K -55,836 -76%
CG
162
CFO4Life Group
Texas
$275K +$4.38K +283 +2%
BAM
163
Belpointe Asset Management
Nevada
$274K
IFG
164
Independent Financial Group
California
$273K +$44.4K +2,864 +19%
WA
165
Wambolt & Associates
Colorado
$268K -$1.53K -99 -0.6%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$257K +$258K +16,636 New
NCM
167
Novare Capital Management
North Carolina
$255K +$12.4K +800 +5%
GAM
168
Griffin Asset Management
New York
$252K
CFS
169
Capital Financial Services
New York
$251K -$15.5K -1,000 -6%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$238K -$75K -4,845 -24%
GMA
171
Glassy Mountain Advisors
Maryland
$237K +$238K +15,342 New
QC
172
Quent Capital
New York
$236K +$237K +15,311 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$226K -$12.1K -779 -5%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$219K +$21.2K +1,367 +11%
TCA
175
Transcend Capital Advisors
New Jersey
$205K +$3.92K +253 +2%