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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
176
Beverly Hills Private Wealth
California
$244K +$369 +26 +0.2%
AWM
177
Axxcess Wealth Management
California
$232K -$2.26M -159,169 -91%
WANY
178
Wealthspire Advisors (New York)
New York
$228K +$220K +15,520 New
SFS
179
Sowell Financial Services
Arkansas
$227K +$14 +1 +0%
IIA
180
IPG Investment Advisors
California
$226K
QC
181
Quent Capital
New York
$225K
PVI
182
Pine Valley Investments
New Jersey
$224K -$17.1K -1,209 -7%
CWP
183
Core Wealth Partners
California
$221K
Jane Street
184
Jane Street
New York
$219K +$211K +14,909 New
HF
185
HRT Financial
New York
$218K +$35.9K +2,530 +20%
QC
186
Quadrature Capital
United Kingdom
$216K +$209K +14,716 New
ACM
187
Ayrshire Capital Management
Connecticut
$215K -$12.5K -884 -6%
RBC
188
Romano Brothers & Co
Illinois
$209K
WA
189
Wambolt & Associates
Colorado
$206K -$13.2K -933 -6%
Creative Planning
190
Creative Planning
Kansas
$203K -$128 -9 -0.1%
NW
191
Naviter Wealth
Arkansas
$199K -$21.3K -1,500 -10%
CG
192
CFO4Life Group
Texas
$193K -$270 -19 -0.1%
MWM
193
Mission Wealth Management
California
$189K +$709 +50 +0.4%
KAS
194
Kestra Advisory Services
Texas
$188K +$3.11K +219 +2%
JF
195
Jump Financial
Illinois
$186K +$4.06K +286 +2%
AWS
196
Atria Wealth Solutions
New York
$186K
CCIA
197
Campbell & Co Investment Adviser
Maryland
$183K +$177K +12,495 New
NB
198
NBT Bank
New York
$180K +$174K +12,300 New
BFA
199
Beaumont Financial Advisors
Massachusetts
$180K +$3.02K +213 +2%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$174K +$169K +11,893 New