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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
201
Kelleher Financial Advisors
New York
$173K +$23.3K +1,640 +16%
CAN
202
Cetera Advisor Networks
California
$168K +$163K +11,459 New
IWC
203
Integrated Wealth Concepts
Massachusetts
$164K +$2.75K +194 +2%
GC
204
Grimes & Company
Massachusetts
$163K
EAM
205
Evanson Asset Management
California
$163K
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$157K +$152K +10,717 New
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$156K +$150K +10,600 New
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$155K -$44K -3,104 -23%
SOW
209
State of Wyoming
Wyoming
$150K +$56.5K +3,982 +64%
CWM
210
Cherrydale Wealth Management
New Jersey
$148K +$144K +10,122 New
LFG
211
Larson Financial Group
Missouri
$141K
FWM
212
Focused Wealth Management
New York
$138K +$3.18K +224 +2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$63.4K
CFD
214
Creative Financial Designs
Indiana
$55.2K -$14.9K -1,050 -22%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$51.6K +$49.9K +3,520 New
BCM
216
Basso Capital Management
Connecticut
$48.4K
CA
217
Clearstead Advisors
Ohio
$45K
ACM
218
Aquatic Capital Management
Illinois
$45K -$126K -8,900 -74%
TRCT
219
Tower Research Capital (TRC)
New York
$40.2K +$8.94K +630 +30%
AA
220
Ancora Advisors
Ohio
$31.2K
MA
221
Montag & Associates
Georgia
$29.3K
Nomura Asset Management
222
Nomura Asset Management
Japan
$28.7K -$21.5K -1,517 -44%
AAG
223
Armstrong Advisory Group
Massachusetts
$27.6K
SWM
224
Spire Wealth Management
Virginia
$26.3K
US Bancorp
225
US Bancorp
Minnesota
$23.2K -$107K -7,553 -83%