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KBDC

Kayne Anderson BDC

Name Holding Trade Value Shares
Change
Change in
Stake
BL
76
Balentine LLC
Georgia
$161K
SFG
77
Sovereign Financial Group
Connecticut
$156K +$3.39K +235 +2%
WAG
78
Windsor Advisory Group
Ohio
$152K +$162K +11,222 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$147K +$157K +10,859 New
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$142K
ASN
81
Advisory Services Network
Georgia
$139K +$793 +55 +0.5%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$138K -$65.2K -4,522 -31%
NC
83
nVerses Capital
Florida
$137K -$25.5K -1,770 -15%
KCPG
84
Kavar Capital Partners Group
Kansas
$135K +$144K +10,000 New
SNB
85
Security National Bank
Nebraska
$59.6K
QT
86
Quantbot Technologies
New York
$53K +$56.5K +3,918 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$32.5K -$123K -8,505 -78%
FDW
88
Fourth Dimension Wealth
Ohio
$13.5K +$14.4K +1,000 New
FCMT
89
Founders Capital Management (Texas)
Texas
$10.8K
CA
90
Clearstead Advisors
Ohio
$4.06K +$4.33K +300 New
RF
91
Roxbury Financial
New Jersey
$2.27K +$2.42K +168 New
CIAM
92
Caitong International Asset Management
Hong Kong
$460 +$101 +7 +26%
JP Morgan Chase
93
JP Morgan Chase
New York
$181
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$291K -21,231 Closed
CW
95
CreativeOne Wealth
Kansas
-$246K -17,950 Closed
ZIM
96
Zacks Investment Management
Illinois
-$246K -17,950 Closed
SIA
97
SGL Investment Advisors
Montana
-$231K -15,799 Closed
SFG
98
SNS Financial Group
Minnesota
-$211K -14,947 Closed
MM
99
MQS Management
New York
-$204K -14,896 Closed
MFG
100
Magnus Financial Group
New York
-$181K -13,225 Closed