We are live on ! Find out more
GBDC icon

Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$28K +$27.6K +2,050 New
MA
202
Montag & Associates
Georgia
$27.1K
AAG
203
Armstrong Advisory Group
Massachusetts
$25.5K
ASN
204
Advisory Services Network
Georgia
$24.9K +$580 +43 +2%
SWM
205
Spire Wealth Management
Virginia
$24.4K +$24.2K +1,796 New
PI
206
PEAK6 Investments
Illinois
$22.8K -$93.2K -6,914 -80%
CFD
207
Creative Financial Designs
Indiana
$13.9K +$13.8K +1,025 New
AF
208
Allworth Financial
California
$13.5K
VNA
209
Valley National Advisers
Pennsylvania
$13K +$13.5K +1,000 New
NA
210
NewEdge Advisors
Louisiana
$11.1K +$270 +20 +3%
SPIA
211
Steward Partners Investment Advisory
New York
$9.49K -$6.33K -470 -40%
BCMLT
212
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.54K
FHA
213
First Horizon Advisors
Tennessee
$6.78K
IA
214
IFP Advisors
Florida
$6.34K -$25.3K -1,875 -85%
POIA
215
Pin Oak Investment Advisors
Texas
$6K
N
216
Natixis
France
$5.89K +$135 +10 +2%
DAM
217
Delta Asset Management
Tennessee
$4.88K
EWA
218
EverSource Wealth Advisors
Alabama
$4.81K
HCP
219
Hexagon Capital Partners
Arkansas
$3.83K -$1.35K -100 -26%
RG
220
Retirement Group
California
$3K +$1.4K +104 +86%
PFG
221
Piershale Financial Group
Illinois
$2.71K +$2.69K +200 New
PTC
222
Private Trust Company
Ohio
$2.7K
GEA
223
Glen Eagle Advisors
New Jersey
$2.03K +$54 +4 +3%
Simplex Trading
224
Simplex Trading
Illinois
$2K +$2.52K +187 New
CFB
225
Cullen/Frost Bankers
Texas
$1.55K