Vault-13

GOLUB CAP BDC INC GBDC

COM · Common Stock · CUSIP 38173M102 · ISIN US38173M1027

318 institutional holders -29 vs Q1 2026
120,676,543120.7m shares reported held*
46.5% of all shares outstanding*
$1.6bnreported value*
27 new 127 added 105 reduced 53 sold out net bought ≈ $37.5m (+2.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Shares outstanding: 259.7m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $13.09. Options: 4 managers hold calls ($2.5m notional), 6 hold puts ($2.9m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 231Q4 22: 252Q1 23: 228Q2 23: 244Q3 23: 251Q4 23: 261Q1 24: 253Q2 24: 296Q3 24: 287Q4 24: 329Q1 25: 340Q2 25: 322Q3 25: 332Q4 25: 355Q1 26: 347Q2 26: 318318Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022231
Q4 2022252
Q1 2023228
Q2 2023244
Q3 2023251
Q4 2023261
Q1 2024253
Q2 2024296
Q3 2024287
Q4 2024329
Q1 2025340
Q2 2025322
Q3 2025332
Q4 2025355
Q1 2026347
Q2 2026318

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 165 bought or addedQ3 24: 115 cut or sold outQ4 24: 174 bought or addedQ4 24: 104 cut or sold outQ4 24Q1 25: 197 bought or addedQ1 25: 119 cut or sold outQ2 25: 159 bought or addedQ2 25: 148 cut or sold outQ2 25Q3 25: 173 bought or addedQ3 25: 123 cut or sold outQ4 25: 162 bought or addedQ4 25: 167 cut or sold outQ4 25Q1 26: 174 bought or addedQ1 26: 168 cut or sold outQ2 26: 154 bought or addedQ2 26: 158 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024165115
Q4 2024174104
Q1 2025197119
Q2 2025159148
Q3 2025173123
Q4 2025162167
Q1 2026174168
Q2 2026154158

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $1.5mQ3 25 puts: $83.7kQ3 25P/C 0.06Q4 25 calls: $793.8kQ4 25 puts: $169.6kQ4 25P/C 0.21Q1 26 calls: $2.0mQ1 26 puts: $2.3mQ1 26P/C 1.16Q2 26 calls: $2.5mQ2 26 puts: $2.9mQ2 26P/C 1.16
Numbers
QuarterCallsPutsP/C
Q3 2025$1.5m$83.7k0.06
Q4 2025$793.8k$169.6k0.21
Q1 2026$2.0m$2.3m1.16
Q2 2026$2.5m$2.9m1.16

Biggest buyers

Ensign Peak Advisors, Inc New +1,289,976+1.3m
Nuveen, LLC New +931,687+931.7k
CAZ INVESTMENTS LP Added +506,739+506.7k
FRANKLIN RESOURCES INC Added +505,131+505.1k
Russell Investments Group, Ltd. Added +482,424+482.4k
VAN ECK ASSOCIATES CORP Added +466,249+466.2k
STRS OHIO Added +436,111+436.1k
Arax Advisory Partners Added +433,626+433.6k
MORGAN STANLEY Added +376,873+376.9k
Janney Montgomery Scott LLC Added +319,638+319.6k

Biggest sellers

Corient Private Wealth LP Reduced -1,365,434-1.4m
Boston Partners Sold out -662,847-662.8k
North Ground Capital Sold out -478,894-478.9k
LSV ASSET MANAGEMENT Reduced -436,040-436.0k
Border to Coast Pensions Partnership Ltd Reduced -325,000-325.0k
BANK OF MONTREAL /CAN/ Reduced -303,175-303.2k
D. E. Shaw & Co., Inc. Reduced -268,777-268.8k
First National Trust Co Sold out -264,177-264.2k
UBS Group AG Reduced -207,971-208.0k
Waterloo Capital, L.P. Reduced -198,640-198.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.1m165.7k shares
CITADEL ADVISORS LLC Reduced $194.5k15.1k shares
GROUP ONE TRADING LLC Added $131.4k10.2k shares
SIMPLEX TRADING, LLC Added $45.1k3.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.2m96.0k shares
JANE STREET GROUP, LLC New $991.8k77.0k shares
SIMPLEX TRADING, LLC Added $470.1k36.5k shares
CenterStar Asset Management, LLC Unchanged $128.8k10.0k shares
MARINER INVESTMENT GROUP LLC Unchanged $87.5k200.0k shares
GROUP ONE TRADING LLC New $1.3k100 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STRS OHIO 13G · institution +0.6 pts · filed 2026-01-13 6.3% +0.6 pts 16.7m≈ $215.2m 2026-01-13

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 2 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20252$91.7m2$91.7m—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—2$21.9m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-07 Golub David Chairman & CEO, director · By GEMS Fund 4, L.P. Sold 1,676,387 $13.06 $21.9m1.7m shares -100%
2026-08-07 Golub Lawrence E Director · By GEMS Fund 4, L.P. Sold 1,676,387 $13.06 $21.9m1.7m shares -100%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STRS OHIO 0.85% of their portfolio COLUMBUS, OH 17,576,64317.6m $226.4m $226.4m 0.85% Added +436.1k +436,111
2 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 7,345,8857.3m $94.6m $94.6m 0.09% Added +299.2k +299,240
3 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 4,710,2754.7m $60.7m $60.7m 0.04% Added +466.2k +466,249
4 Sound Income Strategies, LLC 2.24% of their portfolio FT LAUDERDALE, FL 3,876,0873.9m $49.9m $49.9m 2.24% Added +125.6k +125,554
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 3,849,3963.8m $49.6m $49.6m 0.01% Reduced -208.0k -207,971
6 Sage Mountain Advisors LLC 3.03% of their portfolio ATLANTA, GA 3,829,1643.8m $49.3m $49.3m 3.03% Added +72.9k +72,893
7 OMERS ADMINISTRATION Corp 0.28% of their portfolio TORONTO, A6 3,650,2153.7m $47.0m $47.0m 0.28% Added +90.6k +90,569
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,392,5513.4m $43.7m $43.7m 0.00% Added +122.6k +122,634
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,384,0883.4m $43.2m $43.2m 0.00% Reduced -132.2k -132,158
10 ARES MANAGEMENT LLC 1.88% of their portfolio LOS ANGELES, CA 3,357,1153.4m $43.2m $43.2m 1.88% Added +298.8k +298,759
11 Allen Investment Management, LLC 0.49% of their portfolio NEW YORK, NY 3,174,0583.2m $40.9m $40.9m 0.49% Reduced -191.8k -191,842
12 Corient Private Wealth LP 0.06% of their portfolio MIAMI, FL 3,162,3463.2m $40.7m $40.7m 0.06% Reduced -1.4m -1,365,434
13 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 2,799,7842.8m $36.1m $36.1m 0.06% Reduced -3.1k -3,084
14 Generali Asset Management SPA SGR 0.61% of their portfolio TRIESTE, L6 2,630,7392.6m $33.9m $33.9m 0.61% Unchanged
15 Lalia Capital, LLC 16.31% of their portfolio NEW YORK, NY 2,605,2812.6m $33.6m $33.6m 16.31% Added +63.4k +63,355
16 Legal & General Group Plc 0.01% of their portfolio London, X0 2,443,3832.4m $31.5m $31.5m 0.01% Added +204.7k +204,724
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,354,2192.4m $30.3m $30.3m 0.00% Added +376.9k +376,873
18 Muzinich & Co., Inc. 9.04% of their portfolio NEW YORK, NY 2,055,0712.1m $26.5m $26.5m 9.04% Added +69.6k +69,583
19 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 1,765,2421.8m $22.7m $22.7m 0.02% Added +482.4k +482,424
20 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,652,5181.7m $21.3m $21.3m 0.00% Added +505.1k +505,131
21 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 1,552,6501.6m $20.0m $20.0m 0.01% Added +38.1k +38,106
22 Arnhold LLC 1.39% of their portfolio New York, NY 1,537,0891.5m $19.8m $19.8m 1.39% Unchanged
23 Ensign Peak Advisors, Inc 0.03% of their portfolio SALT LAKE CITY, UT 1,289,9761.3m $16.6m $16.6m 0.03% New
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,258,2151.3m $16.2m $16.2m 0.00% Added +64.4k +64,391
25 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 1,235,4071.2m $15.9m $15.9m 0.06% Added +14.7k +14,669
26 Coastal Bridge Advisors, LLC 0.95% of their portfolio WESTPORT, CT 1,193,1801.2m $15.4m $15.4m 0.95% Reduced -99.2k -99,224
27 Hirtle & Co., LLC 0.43% of their portfolio WEST CONSHOHOCKEN, PA 1,009,6201.0m $13.0m $13.0m 0.43% Reduced -7.1k -7,059
28 BROWN BROTHERS HARRIMAN & CO 0.05% of their portfolio NEW YORK, NY 942,550942.5k $12.1m $12.1m 0.05% Unchanged
29 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 931,687931.7k $12.1m $12.1m 0.00% New
30 SIGMA INVESTMENT COUNSELORS INC 0.58% of their portfolio NORTHVILLE, MI 922,439922.4k $11.9m $11.9m 0.58% Reduced -13.9k -13,934
31 Arax Advisory Partners 0.07% of their portfolio NEW YORK, NY 864,877864.9k $11.1m $11.1m 0.07% Added +433.6k +433,626
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 853,625853.6k $11.0m $11.0m 0.00% Added +109.9k +109,919
33 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 812,128812.1k $10.5m $10.5m 0.01% Reduced -45.3k -45,321
34 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 753,317753.3k $9.7m $9.7m 0.00% Reduced -303.2k -303,175
35 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 684,435684.4k $8.8m $8.8m 0.01% Reduced -268.8k -268,777
36 Prairiewood Capital, LLC 1.88% of their portfolio FARGO, ND 562,432562.4k $7.2m $7.2m 1.88% Added +41.0k +41,001
37 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 557,919557.9k $7.2m $7.2m 0.01% Added +191.2k +191,189
38 CAZ INVESTMENTS LP 2.28% of their portfolio HOUSTON, TX 536,739536.7k $6.9m $6.9m 2.28% Added +506.7k +506,739
39 Next Capital Management LLC 1.76% of their portfolio NEW YORK, NY 505,442505.4k $6.5m $6.5m 1.76% Reduced -61.8k -61,763
40 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 498,198498.2k $6.4m $6.4m 0.02% Added +6.3k +6,318
41 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 474,325474.3k $6.1m $6.1m 0.01% Reduced -2.4k -2,367
42 IEQ CAPITAL, LLC 0.03% of their portfolio Foster City, CA 458,427458.4k $5.9m $5.9m 0.03% Added +199.4k +199,413
43 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 442,331442.3k $5.7m $5.7m 0.01% Added +319.6k +319,638
44 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 439,175439.2k $5.7m $5.7m 0.01% Added +30.1k +30,140
45 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 438,634438.6k $5.6m $5.6m 0.01% Reduced -61.9k -61,872
46 Advisors Capital Management, LLC 0.06% of their portfolio RIDGEWOOD, NJ 435,853435.9k $5.6m $5.6m 0.06% Added +45.0k +45,007
47 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 423,216423.2k $5.5m $5.5m 0.02% Reduced -5.4k -5,359
48 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 421,314421.3k $5.4m $5.4m 0.08% Added +42.2k +42,228
49 CONDOR CAPITAL MANAGEMENT 0.40% of their portfolio MARTINSVILLE, NJ 415,746415.7k $5.4m $5.4m 0.40% Reduced -3.2k -3,222
50 LSV ASSET MANAGEMENT 0.01% of their portfolio CHICAGO, IL 409,860409.9k $5.3m $5.3m 0.01% Reduced -436.0k -436,040
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 392,900392.9k $5.1m $5.1m 0.00% Reduced -28.8k -28,804
52 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 380,183380.2k $4.9m $4.9m 0.00% Added +181.3k +181,333
53 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 378,044378.0k $4.9m $4.9m 0.00% Added +57.2k +57,234
54 Granite FO LLC 2.55% of their portfolio BEDFORD, NH 374,795374.8k $4.8m $4.8m 2.55% Reduced -1.5k -1,500
55 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 374,135374.1k $4.8m $4.8m 0.03% Reduced -1.0k -1,000
56 CASTLEKEEP INVESTMENT ADVISORS LLC 2.36% of their portfolio WESTPORT, CT 366,121366.1k $4.7m $4.7m 2.36% Added +19.4k +19,448
57 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 363,782363.8k $4.7m $4.7m 0.00% Reduced -115.3k -115,317
58 Tranquility Partners, LLC 1.55% of their portfolio Brentwood, TN 349,982350.0k $4.5m $4.5m 1.55% Reduced -12.8k -12,824
59 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 344,707344.7k $4.4m $4.4m 0.00% Added +202.2k +202,247
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 344,100344.1k $4.4m $4.4m 0.00% Added +42.0k +42,037
61 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 343,374343.4k $4.4m $4.4m 0.01% Reduced -2.4k -2,380
62 DENALI ADVISORS LLC 0.44% of their portfolio SAN DIEGO, CA 342,960343.0k $4.4m $4.4m 0.44% Reduced -22.3k -22,322
63 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 331,237331.2k $4.3m $4.3m 0.02% Added +16.9k +16,940
64 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 330,356330.4k $4.2m $4.2m 0.01% Added +42.6k +42,635
65 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.07% of their portfolio ST. LOUIS, MO 327,523327.5k $4.2m $4.2m 0.07% Added +645 +645
66 Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio Parsippany, NJ 323,215323.2k $4.2m $4.2m 0.12% Added +6.5k +6,509
67 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 312,605312.6k $4.0m $4.0m 0.00% Added +8.2k +8,192
68 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 307,379307.4k $4.0m $4.0m 0.00% Added +24.6k +24,585
69 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 302,407302.4k $3.9m $3.9m 0.00% Reduced -63.0k -63,026
70 Border to Coast Pensions Partnership Ltd 0.06% of their portfolio LEEDS, X0 300,000300.0k $3.9m $3.9m 0.06% Reduced -325.0k -325,000
71 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 297,235297.2k $3.8m $3.8m 0.02% Reduced -12.5k -12,500
72 Family Manage LLC 0.39% of their portfolio NEW YORK, NY 287,881287.9k $3.7m $3.7m 0.39% Added +59.4k +59,355
73 Robertson Stephens Wealth Management, LLC 0.09% of their portfolio San Francisco, CA 275,686275.7k $3.6m $3.6m 0.09% Reduced -301 -301
74 Naviter Wealth, LLC 0.31% of their portfolio LITTLE ROCK, AR 267,898267.9k $3.5m $3.5m 0.31% Added +11.9k +11,901
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 264,210264.2k $3.4m $3.4m 0.00% Added +233.7k +233,716
76 TRED AVON FAMILY WEALTH, LLC 0.99% of their portfolio EASTON, MD 250,990251.0k $3.2m $3.2m 0.99% Added +3.8k +3,787
77 United Advisor Group, LLC 0.33% of their portfolio CINCINNATI, OH 242,994243.0k $3.1m $3.1m 0.33% Added +679 +679
78 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 236,264236.3k $3.0m $3.0m 0.03% Added +10.5k +10,518
79 SHIKIAR ASSET MANAGEMENT INC 0.73% of their portfolio NEW YORK, NY 223,750223.8k $2.9m $2.9m 0.73% Reduced -27.6k -27,550
80 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 220,056220.1k $2.8m $2.8m 0.00% Reduced -84.9k -84,855
81 Abundance Wealth Counselors 0.18% of their portfolio STATE COLLEGE, PA 218,702218.7k $2.8m $2.8m 0.18% Added +112.7k +112,673
82 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 215,791215.8k $2.8m $2.8m 0.07% Reduced -539 -539
83 GraniteShares Advisors LLC 1.71% of their portfolio NEW YORK, NY 206,101206.1k $2.7m $2.7m 1.71% Added +27.0k +26,975
84 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 179,528179.5k $2.3m $2.3m 0.01% Added +30.2k +30,187
85 Adams Asset Advisors, LLC 0.26% of their portfolio DALLAS, TX 177,299177.3k $2.3m $2.3m 0.26% Added +26.8k +26,776
86 PRELUDE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio NEW YORK, NY 176,750176.8k $2.3m $2.3m 0.17% Added +1.8k +1,750
87 Waterloo Capital, L.P. 0.12% of their portfolio AUSTIN, TX 171,770171.8k $2.2m $2.2m 0.12% Reduced -198.6k -198,640
88 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 170,131170.1k $2.2m $2.2m 0.00% Reduced -2.3k -2,300
89 Silverberg Bernstein Capital Management LLC 0.77% of their portfolio ARMONK, NY 155,944155.9k $2.0m $2.0m 0.77% Added +3.7k +3,667
90 Bayshore Capital Advisors, LLC 0.87% of their portfolio TAMPA, FL 144,908144.9k $1.9m $1.9m 0.87% Added +84.9k +84,908
91 STABLEFORD CAPITAL II LLC 0.63% of their portfolio SCOTTSDALE, AZ 140,804140.8k $1.8m $1.8m 0.63% Reduced -2.9k -2,858
92 Texas Yale Capital Corp. 0.04% of their portfolio ST. PETERSBURG, FL 138,654138.7k $1.8m $1.8m 0.04% Reduced -406 -406
93 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 138,356138.4k $1.8m $1.8m 0.00% Added +18.5k +18,455
94 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 135,134135.1k $1.7m $1.7m 0.03% Reduced -5.9k -5,931
95 Advisor OS, LLC 0.11% of their portfolio CHICAGO, IL 131,847131.8k $1.7m $1.7m 0.11% Reduced -82.1k -82,106
96 Focused Wealth Management, Inc 0.14% of their portfolio Newburgh, NY 125,391125.4k $1.6m $1.6m 0.14% Reduced -6.4k -6,403
97 LRI Investments, LLC 0.13% of their portfolio PALM BEACH GARDENS, FL 124,179124.2k $1.6m $1.6m 0.13% Added +1.6k +1,605
98 General Partner, Inc. 0.85% of their portfolio PITTSBURGH, PA 123,041123.0k $1.6m $1.6m 0.85% Unchanged
99 Berkeley Capital Partners, LLC 0.32% of their portfolio Milton, GA 121,035121.0k $1.6m $1.6m 0.32% Added +4.0k +3,985
100 CURA WEALTH ADVISORS, LLC 0.66% of their portfolio CHICAGO, IL 120,200120.2k $1.5m $1.5m 0.66% Unchanged