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PennantPark Floating Rate Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$18.9K
GRP
102
Global Retirement Partners
California
$17.6K +$19.5K +2,347 New
BH
103
Burk Holdings
Oklahoma
$15.8K
TCM
104
Triumph Capital Management
Colorado
$13.8K +$2.08K +250 +16%
AAP
105
Arax Advisory Partners
Colorado
$10.8K +$12K +1,440 New
FNWA
106
Financial Network Wealth Advisors
Utah
$10.7K
Jones Financial Companies
107
Jones Financial Companies
Missouri
$9.88K +$9.43K +1,135 +568%
AUB
108
Atlantic Union Bankshares
Virginia
$8.98K
FIA
109
FNY Investment Advisers
New York
$8K
AF
110
Allworth Financial
California
$4.65K +$4.55K +548 +741%
LFG
111
Larson Financial Group
Missouri
$4.37K +$175 +21 +4%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$3.81K +$4.23K +509 New
VWM
113
Vermillion Wealth Management
Minnesota
$3.74K
APW
114
Aventura Private Wealth
Florida
$3.36K -$3.16K -380 -46%
DAM
115
Delta Asset Management
Tennessee
$2.81K -$3.74K -450 -55%
JFA
116
JNBA Financial Advisors
Minnesota
$2.66K +$2.96K +356 New
NS
117
NBC Securities
Alabama
$2.48K -$1.79K -215 -39%
HHCP
118
Hilton Head Capital Partners
South Carolina
$1.72K
BWS
119
Buck Wealth Strategies
Colorado
$1.69K +$1.88K +226 New
QL
120
Quarry LP
New York
$1.57K +$1.75K +210 New
WWM
121
Wolff Wiese Magana
California
$1.5K +$1.66K +200 New
HNB
122
Hilltop National Bank
Wyoming
$1.43K
JP Morgan Chase
123
JP Morgan Chase
New York
$1.41K
SWP
124
Strategic Wealth Partners
Ohio
$419
CIAM
125
Caitong International Asset Management
Hong Kong
$374 -$133 -16 -24%