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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$223K +$7.76K +501 +4%
MHS
177
M Holdings Securities
Oregon
$223K +$227K +14,673 New
Ancora Advisors
178
Ancora Advisors
Ohio
$222K +$32.9K +2,125 +17%
Squarepoint
179
Squarepoint
New York
$216K +$220K +14,185 New
NF
180
NTB Financial
Colorado
$213K +$34.9K +2,254 +19%
Boothbay Fund Management
181
Boothbay Fund Management
New York
$204K -$89.1K -5,755 -30%
Deutsche Bank
182
Deutsche Bank
Germany
$203K +$4K +258 +2%
MA
183
MAS Advisors
Florida
$200K -$130K -8,387 -39%
CL
184
CPWM LLC
Washington
$193K -$110K -7,078 -36%
SCI
185
Stableford Capital II
Arizona
$189K – – –
Atria Wealth Solutions
186
Atria Wealth Solutions
New York
$186K +$189K +12,207 New
Kestra Advisory Services
187
Kestra Advisory Services
Texas
$185K -$5.78K -373 -3%
T. Rowe Price Associates
188
T. Rowe Price Associates
Maryland
$183K – – –
Mission Wealth Management
189
Mission Wealth Management
California
$180K – – –
NWA
190
New World Advisors
Massachusetts
$180K +$248 +16 +0.1%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$171K – – –
SIG
192
Sargent Investment Group
Maryland
$171K – – –
RIG
193
Roosevelt Investment Group
New York
$163K +$166K +10,705 New
SCFS
194
S.C. Financial Services
Arizona
$162K – – –
Welch & Forbes
195
Welch & Forbes
Massachusetts
$162K +$165K +10,650 New
Grimes & Company
196
Grimes & Company
Massachusetts
$160K +$162K +10,494 New
FWM
197
Focused Wealth Management
New York
$144K -$5.9K -381 -4%
KPCM
198
Kings Point Capital Management
New York
$104K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$104K – – –
Montag & Associates
200
Montag & Associates
Georgia
$99K – – –