We are live on ! Find out more
GBDC icon

Golub Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$338K +$139K +10,861 +69%
SF
202
Summit Financial
New Jersey
$335K +$106K +8,300 +46%
WWC
203
Waypoint Wealth Counsel
Georgia
$326K +$330K +25,725 New
NAM
204
NewGen Asset Management
Ontario, Canada
$324K +$328K +25,600 New
AQR Capital Management
205
AQR Capital Management
Connecticut
$323K -$13.1K -1,021 -4%
KCPG
206
Kavar Capital Partners Group
Kansas
$318K +$323K +25,145 New
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$317K -$245K -19,112 -43%
M&T Bank
208
M&T Bank
New York
$313K +$4.54K +354 +1%
LIP
209
Lighthouse Investment Partners
Florida
$309K +$313K +24,424 New
SWMP
210
Signature Wealth Management Partners
New Jersey
$309K -$214K -16,679 -41%
OWM
211
OneAscent Wealth Management
Alabama
$296K -$16.3K -1,271 -5%
FAFN
212
First Affirmative Financial Network
Colorado
$285K +$289K +22,548 New
Truist Financial
213
Truist Financial
North Carolina
$285K +$31.3K +2,436 +12%
PC
214
Port Capital
Illinois
$279K
IA
215
Invested Advisors
Pennsylvania
$278K +$7.99K +623 +3%
PAG
216
Private Advisor Group
New Jersey
$276K -$106K -8,240 -27%
SIG
217
Spinnaker Investment Group
California
$272K
MWAM
218
Manhattan West Asset Management
California
$271K -$89.8K -7,000 -25%
First Manhattan
219
First Manhattan
New York
$263K +$267K +20,800 New
RFN
220
RDA Financial Network
Iowa
$261K -$157K -12,231 -37%
MFG
221
Magnus Financial Group
New York
$259K -$153K -11,901 -37%
TSS
222
Two Sigma Securities
New York
$255K +$259K +20,157 New
NC
223
nVerses Capital
Florida
$255K +$259K +20,156 New
PL
224
Plancorp LLC
Missouri
$254K -$975 -76 -0.4%
AC
225
Almitas Capital
California
$253K