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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Castle Wealth Management
Florida
$300K +$72.4K +4,914 +29%
VA
202
Vident Advisory
Georgia
$295K +$2.52K +171 +0.8%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$295K +$8.48K +576 +3%
5W
204
5T Wealth
California
$294K -$13.3K -906 -4%
PAG
205
Private Advisor Group
New Jersey
$294K +$29K +1,970 +10%
CSP
206
Cary Street Partners
Virginia
$293K +$4.65K +316 +1%
JIC
207
Joel Isaacson & Co
New York
$290K +$118 +8 +0%
HSA
208
Hussman Strategic Advisors
Maryland
$287K +$309K +21,000 New
BHPW
209
Beverly Hills Private Wealth
California
$281K +$17.7K +1,200 +6%
PL
210
Plancorp LLC
Missouri
$275K
IA
211
Invested Advisors
Pennsylvania
$274K +$269K +18,272 New
Truist Financial
212
Truist Financial
North Carolina
$268K +$15.2K +1,035 +6%
Nomura Asset Management
213
Nomura Asset Management
Japan
$268K +$101K +6,828 +54%
VT
214
Vise Technologies
New York
$267K -$2.19K -149 -0.8%
MA
215
MAS Advisors
Florida
$266K +$32K +2,173 +13%
FIA
216
Foundations Investment Advisors
Arizona
$265K -$30.7K -2,086 -10%
WANY
217
Wealthspire Advisors (New York)
New York
$264K
AIM
218
AXA Investment Managers
France
$260K +$280K +19,007 New
Natixis Advisors
219
Natixis Advisors
Massachusetts
$258K +$278K +18,852 New
DAS
220
Dynamic Advisor Solutions
Arizona
$253K +$103 +7 +0%
KP
221
Keel Point
Alabama
$250K -$318K -21,581 -54%
NPT
222
National Philanthropic Trust
Pennsylvania
$248K
DS
223
DRW Securities
Illinois
$247K +$274K +18,598 New
GC
224
GatePass Capital
Ohio
$246K
AFP
225
Ausdal Financial Partners
Iowa
$241K +$82.6K +5,612 +47%