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Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
201
Kelleher Financial Advisors
New York
$386K +$393K +28,419 New
MWAM
202
Manhattan West Asset Management
California
$385K -$1.07K -77 -0.3%
NW
203
NewEdge Wealth
Pennsylvania
$382K +$389K +28,127 New
NWA
204
New World Advisors
Massachusetts
$382K -$22.7K -1,640 -6%
MCM
205
Monument Capital Management
Virginia
$380K
KA
206
Klingman & Associates
New York
$377K
MCA
207
Magnolia Capital Advisors
Mississippi
$368K +$48.1K +3,474 +15%
AQR Capital Management
208
AQR Capital Management
Connecticut
$360K -$14.7K -1,064 -4%
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$357K +$15.3K +1,104 +4%
EW
210
Evoke Wealth
California
$352K
NG
211
Northstar Group
New York
$350K +$20.8K +1,500 +6%
EFS
212
Essex Financial Services
Connecticut
$341K -$98.2K -7,093 -22%
ECM
213
Evergreen Capital Management
Washington
$338K -$56.1K -4,052 -14%
OWM
214
OneAscent Wealth Management
Alabama
$334K -$53.6K -3,873 -14%
M&T Bank
215
M&T Bank
New York
$331K -$360 -26 -0.1%
PM
216
Penbrook Management
New York
$321K -$17.7K -1,275 -5%
BAM
217
Belpointe Asset Management
Nevada
$318K +$324K +23,416 New
BAM
218
Blueshift Asset Management
New Jersey
$311K +$317K +22,887 New
ACM
219
Aquatic Capital Management
Illinois
$310K -$406K -29,333 -56%
PA
220
Promethium Advisors
Maryland
$307K
PC
221
Port Capital
Illinois
$299K
SIG
222
Spinnaker Investment Group
California
$292K +$298K +21,512 New
JIC
223
Joel Isaacson & Co
New York
$291K +$2.88K +208 +1%
IA
224
Invested Advisors
Pennsylvania
$289K +$42K +3,032 +17%
Truist Financial
225
Truist Financial
North Carolina
$273K +$6.92K +500 +3%