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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Moors & Cabot
Massachusetts
$441K -$18.3K -1,429 -4%
EF
177
Empowered Funds
Pennsylvania
$441K +$72.1K +5,619 +19%
Osaic Holdings
178
Osaic Holdings
Arizona
$430K -$24K -1,873 -5%
STA
179
Shade Tree Advisors
New York
$425K -$190K -14,804 -31%
SQA
180
Simon Quick Advisors
New Jersey
$417K -$184K -14,361 -30%
HT
181
Headlands Technologies
Illinois
$416K +$421K +32,823 New
CWM
182
Castle Wealth Management
Florida
$403K +$195K +15,228 +92%
OIS
183
OneAscent Investment Solutions
Alabama
$398K -$47.6K -3,713 -11%
Citadel Advisors
184
Citadel Advisors
Florida
$386K -$25.1K -1,959 -6%
NHC
185
Nicholas Hoffman & Company
Georgia
$380K +$372 +29 +0.1%
CI
186
CAZ Investments
Texas
$380K +$385K +30,000 New
MML Investors Services
187
MML Investors Services
Massachusetts
$378K -$16.5K -1,290 -4%
BAM
188
Belpointe Asset Management
Nevada
$373K +$77.9K +6,076 +26%
KFA
189
Kelleher Financial Advisors
New York
$368K +$8.75K +682 +2%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$367K -$108K -8,448 -23%
JMA
191
J.M. Arbour
Maine
$366K -$569K -44,329 -61%
MFS
192
Mirabella Financial Services
United Kingdom
$364K +$368K +28,725 New
SG Americas Securities
193
SG Americas Securities
New York
$363K +$266K +20,700 +259%
T. Rowe Price Associates
194
T. Rowe Price Associates
Maryland
$357K -$28.9K -2,255 -7%
FIA
195
Foundations Investment Advisors
Arizona
$356K +$147K +11,444 +69%
FCM
196
Fieldview Capital Management
Michigan
$356K -$402K -31,360 -53%
MCM
197
Monument Capital Management
Virginia
$355K
ECM
198
Evergreen Capital Management
Washington
$353K +$38.2K +2,977 +12%
KA
199
Klingman & Associates
New York
$352K
SWM
200
Segment Wealth Management
Texas
$338K +$342K +26,690 New