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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
176
Jane Street
New York
$181K +$199K +14,587 New
AWS
177
AJ Wealth Strategies
New York
$177K -$434K -31,900 -69%
AWS
178
Atria Wealth Solutions
New York
$177K +$194K +14,285 New
RBC
179
Romano Brothers & Co
Illinois
$176K +$194K +14,225 New
FWA
180
FSM Wealth Advisors
Ohio
$173K
CFS
181
Capital Financial Services
New York
$172K -$46.3K -3,400 -20%
Deutsche Bank
182
Deutsche Bank
Germany
$169K
SCI
183
Stableford Capital II
Arizona
$165K -$13.6K -1,000 -7%
SWP
184
Strategic Wealth Partners
Ohio
$163K -$32.1K -2,355 -15%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$157K -$770K -56,605 -82%
T. Rowe Price Associates
186
T. Rowe Price Associates
Maryland
$149K
NWA
187
New World Advisors
Massachusetts
$148K +$313 +23 +0.2%
MWM
188
Mission Wealth Management
California
$147K
SIG
189
Sargent Investment Group
Maryland
$143K
EAM
190
Evanson Asset Management
California
$141K -$293K -21,543 -65%
ECM
191
Evergreen Capital Management
Washington
$141K +$155K +11,379 New
RIG
192
Roosevelt Investment Group
New York
$133K
KFA
193
Kelleher Financial Advisors
New York
$132K -$150K -10,994 -51%
US Bancorp
194
US Bancorp
Minnesota
$132K -$131K -9,620 -47%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$130K
PA
196
Pinnacle Associates
New York
$127K +$735 +54 +0.5%
BPCE
197
Bank Pictet & Cie (Europe)
Germany
$125K +$138K +10,118 New
OC
198
Oppenheimer & Co
New York
$125K
FWM
199
Focused Wealth Management
New York
$123K +$3.05K +224 +2%
LFG
200
Larson Financial Group
Missouri
$119K +$131K +9,634 New