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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
151
Abundance Wealth Counselors
Pennsylvania
$844K -$1.87M -122,813 -69%
WIA
152
Wealthedge Investment Advisors
New York
$814K +$819K +53,665 New
VEA
153
Virtus ETF Advisers
New York
$768K +$72.7K +4,764 +10%
AWA
154
Amplius Wealth Advisors
Pennsylvania
$761K +$30.6K +2,007 +4%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$753K +$758K +49,694 New
TCM
156
Triumph Capital Management
Colorado
$736K -$533K -34,925 -42%
NFG
157
Nations Financial Group
Iowa
$709K -$3.63K -238 -0.5%
CPIG
158
Chicago Partners Investment Group
Illinois
$707K -$1.04K -68 -0.1%
RWA
159
Redhawk Wealth Advisors
Minnesota
$692K -$116K -7,591 -14%
BP
160
BBR Partners
New York
$657K
IA
161
IFC Advisors
California
$640K +$645K +42,238 New
WS
162
Wedbush Securities
California
$627K
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$623K +$363K +23,774 +137%
MLIC
164
Mandatum Life Insurance Company
Finland
$619K +$30.5K +1,997 +5%
EWM
165
Evercore Wealth Management
New York
$610K
GWM
166
Geneos Wealth Management
Colorado
$605K -$26.3K -1,726 -4%
UBP
167
Union Bancaire Privee
Switzerland
$605K +$609K +39,891 New
RP
168
Riverbridge Partners
Minnesota
$603K +$3.25K +213 +0.5%
XT
169
XTX Topco
Cayman Islands
$600K +$98.2K +6,432 +19%
OFO
170
OneAscent Family Office
Alabama
$592K +$596K +39,033 New
KP
171
Keel Point
Alabama
$574K +$578K +37,843 New
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$569K -$27.3K -1,791 -5%
MCA
173
Magnolia Capital Advisors
Mississippi
$566K +$175K +11,492 +45%
MC
174
Moors & Cabot
Massachusetts
$564K -$14K -918 -2%
BBHC
175
Brown Brothers Harriman & Co
New York
$556K +$560K +36,667 New