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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
Manchester Capital Management
Vermont
$406K – – –
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$405K +$407K +26,697 New
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$405K +$407K +26,683 New
MML Investors Services
204
MML Investors Services
Massachusetts
$403K +$23.4K +1,532 +6%
William Blair & Company
205
William Blair & Company
Illinois
$397K -$12.8K -838 -3%
ET
206
Entropy Technologies
New York
$382K +$384K +25,193 New
Kingswood Wealth Advisors
207
Kingswood Wealth Advisors
California
$375K +$377K +24,733 New
FIM
208
Freedom Investment Management
Connecticut
$375K -$4.76K -312 -1%
NA
209
Navellier & Associates
Nevada
$370K +$87.9K +5,760 +31%
Benjamin Edwards Inc
210
Benjamin Edwards Inc
Missouri
$368K +$370K +24,261 New
5W
211
5T Wealth
California
$365K +$367K +24,067 New
EFS
212
Essex Financial Services
Connecticut
$356K – – –
PWMAG
213
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$355K +23,287 New
Evergreen Capital Management
214
Evergreen Capital Management
Washington
$351K +$43.5K +2,850 +14%
KFA
215
Kelleher Financial Advisors
New York
$349K +$199K +13,048 +130%
PC
216
Port Capital
Illinois
$334K – – –
CCB
217
Country Club Bank
Missouri
$334K +$337K +22,083 New
Eagle Global Advisors
218
Eagle Global Advisors
Texas
$328K – – –
BHPW
219
Beverly Hills Private Wealth
California
$325K – – –
M&T Bank
220
M&T Bank
New York
$324K – – –
Dynamic Advisor Solutions
221
Dynamic Advisor Solutions
Arizona
$320K +$34.7K +2,275 +12%
Atria Wealth Solutions
222
Atria Wealth Solutions
New York
$320K -$32.3K -2,119 -9%
Modera Wealth Management
223
Modera Wealth Management
New Jersey
$316K +$2.72K +178 +0.9%
JIC
224
Joel Isaacson & Co
New York
$315K +$317K +20,777 New
Cary Street Partners
225
Cary Street Partners
Virginia
$312K +$314K +20,548 New