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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
176
MML Investors Services
Massachusetts
$474K -$22.2K -1,526 -5%
EFS
177
Essex Financial Services
Connecticut
$472K +$109K +7,456 +30%
EFG
178
Ethos Financial Group
Pennsylvania
$455K +$68.8K +4,723 +18%
OWM
179
OneAscent Wealth Management
Alabama
$450K -$5.35M -367,758 -92%
DM
180
Delphi Management
Massachusetts
$438K -$8.08K -555 -2%
NWA
181
New World Advisors
Massachusetts
$429K +$55.8K +3,831 +15%
MWAM
182
Manhattan West Asset Management
California
$417K
KFA
183
Kelleher Financial Advisors
New York
$407K +$4.5K +309 +1%
KA
184
Klingman & Associates
New York
$407K -$83.7K -5,750 -17%
SF
185
Summit Financial
New Jersey
$387K -$15.3K -1,048 -4%
OAM
186
Oxford Asset Management
United Kingdom
$384K +$381K +26,201 New
AAS
187
Avantax Advisory Services
Texas
$371K +$31.7K +2,176 +9%
CA
188
Clearstead Advisors
Ohio
$371K +$13.4K +922 +4%
EF
189
Empowered Funds
Pennsylvania
$368K -$33.3K -2,284 -8%
CAMG
190
CWA Asset Management Group
Florida
$366K +$364K +25,005 New
PM
191
Penbrook Management
New York
$366K -$130K -8,925 -26%
ECM
192
Evergreen Capital Management
Washington
$364K -$6.52K -448 -2%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$360K -$236K -16,244 -40%
AC
194
AlphaCore Capital
California
$359K +$111K +7,639 +45%
M&T Bank
195
M&T Bank
New York
$357K
FIM
196
Freedom Investment Management
Connecticut
$339K -$306 -21 -0.1%
PA
197
Promethium Advisors
Maryland
$331K +$7.28K +500 +2%
5W
198
5T Wealth
California
$328K -$21.6K -1,483 -6%
PC
199
Port Capital
Illinois
$322K
FIA
200
Foundations Investment Advisors
Arizona
$314K -$100K -6,882 -24%