IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Golub Capital BDC Inc (GBDC)

CUSIP: 38173M102 | NYSE | Financial Services · Asset Management | Mid Cap | 1007 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Strs Ohio18,032,440
0.8% of portfolio›$227.7M
Sage Mountain Advisors LLC3,787,045
2.8% of portfolio›$47.8M
Sound Income Strategies, LLC3,422,189
1.9% of portfolio›$41.8M
Generali Asset Management SPA SGR2,630,739
0.6% of portfolio›$33.2M
Allen Investment Management, LLC2,312,879
0.3% of portfolio›$29.2M
Muzinich & Co., Inc.2,158,925
9.0% of portfolio›$27.3M
State of Wisconsin - Board of Commissioners of Public Lands1,900,000
14.1% of portfolio›$24.0M
Sumitomo Mitsui Trust Group, Inc.1,552,650
0.0% of portfolio›$19.6M
Arnhold LLC1,537,089
1.4% of portfolio›$19.4M
Sigma Investment Counselors Inc973,116
0.6% of portfolio›$12.3M
Prairiewood Capital, LLC615,153
2.0% of portfolio›$7.8M
Commonwealth Equity Services, LLC491,530
0.0% of portfolio›$6.2M
Lido Advisors, LLC391,404
0.0% of portfolio›$4.9M
Granite FO LLC374,795
2.5% of portfolio›$4.7M
Confluence Investment Management LLC335,237
0.1% of portfolio›$4.2M
Tranquility Partners, LLC327,489
1.4% of portfolio›$4.1M
D.A. Davidson & Co.326,895
0.0% of portfolio›$4.1M
Hennion & Walsh Asset Management, Inc.288,189
0.1% of portfolio›$3.6M
Robertson Stephens Wealth Management, LLC274,999
0.1% of portfolio›$3.5M
United Advisor Group, LLC247,788
0.3% of portfolio›$3.1M
Oppenheimer & Co Inc238,161
0.0% of portfolio›$3.0M
Atria Investments, Inc216,063
0.0% of portfolio›$2.7M
Eagle Bay Advisors LLC214,709
2.0% of portfolio›$2.7M
GraniteShares Advisors LLC209,338
1.7% of portfolio›$2.6M
Shikiar Asset Management Inc194,200
1.0% of portfolio›$2.5M
HB Wealth Management, LLC193,224
0.0% of portfolio›$2.4M
Adams Asset Advisors, LLC180,151
0.2% of portfolio›$2.3M
Bayshore Capital Advisors, LLC174,408
1.1% of portfolio›$2.2M
Silverberg Bernstein Capital Management LLC151,444
0.9% of portfolio›$1.9M
Stableford Capital II LLC139,842
0.6% of portfolio›$1.8M
Advisor OS, LLC134,895
0.1% of portfolio›$1.7M
Abundance Wealth Counselors133,394
0.2% of portfolio›$1.7M
Whipplewood Advisors, LLC130,064
1.1% of portfolio›$1.6M
Legacy Capital Wealth Partners, LLC128,977
0.3% of portfolio›$1.6M
Focused Wealth Management, Inc126,028
0.1% of portfolio›$1.6M
General Partner, Inc.123,041
0.8% of portfolio›$1.6M
Global Wealth Management Investment Advisory, Inc.107,677
0.2% of portfolio›$1.4M
Parallel Advisors, LLC102,526
0.0% of portfolio›$1.3M
Family Wealth Partners, LLC88,215
0.3% of portfolio›$1.1M
Signaturefd, LLC82,378
0.0% of portfolio›$1.0M
J. Safra Sarasin Holding AG80,000
0.0% of portfolio›$1.0M
Krilogy Financial LLC79,081
0.0% of portfolio›$957.7K
Independent Financial Group, LLC79,028
0.0% of portfolio›$998.1K
Onyx Bridge Wealth Group LLC76,734
0.1% of portfolio›$969.1K
Ascentis Independent Advisors75,472
0.1% of portfolio›$953.2K
Tred Avon Family Wealth, LLC66,189
0.3% of portfolio›$836.0K
Amplius Wealth Advisors, LLC65,844
0.1% of portfolio›$831.6K
Chicago Partners Investment Group LLC64,187
0.0% of portfolio›$778.0K
Meridian Investment Counsel Inc.64,125
0.2% of portfolio›$809.9K
Commerce Advisors, LLC62,430
0.4% of portfolio›$788.5K
Generali Investments CEE, investicni spolecnost, a.s.61,624
0.0% of portfolio›$793.7K
Verum Partners LLC60,098
0.1% of portfolio›$759.0K
Accurate Wealth Management, LLC55,230
0.1% of portfolio›$667.7K
Investment Research Partners LLC53,910
0.2% of portfolio›$680.9K
Nicholas Hoffman & Company, Llc.47,143
0.0% of portfolio›$595.4K
Truist Financial Corp45,708
0.0% of portfolio›$577.3K
Closed-End Fund Advisors, Inc.45,505
0.6% of portfolio›$574.7K
Griffin Asset Management, Inc.44,725
0.1% of portfolio›$564.9K
MacKenzie Financial Corp44,599
0.0% of portfolio›$563.3K
Apollon Wealth Management, LLC43,347
0.0% of portfolio›$547.5K
Haven Private, LLC42,358
0.2% of portfolio›$535.0K
Edgemoor Investment Advisors, Inc.39,916
0.0% of portfolio›$504.1K
Evergreen Capital Management LLC39,322
0.0% of portfolio›$496.6K
Albion Financial Group38,898
0.0% of portfolio›$491.3K
Wedbush Securities Inc38,881
0.0% of portfolio›$491.0K
Monument Capital Management36,762
0.1% of portfolio›$464.3K
ProShare Advisors LLC35,818
0.0% of portfolio›$452.4K
Bison Wealth, LLC35,799
0.0% of portfolio›$433.5K
Shade Tree Advisors LLC33,565
0.2% of portfolio›$423.9K
Key Capital Management, Inc32,503
0.1% of portfolio›$405.1K
Neville Rodie & Shaw Inc32,484
0.0% of portfolio›$410
Global Strategic Management Inc31,300
0.6% of portfolio›$395.0K
Simon Quick Advisors, LLC29,654
0.0% of portfolio›$374.5K
Creative Planning29,523
0.0% of portfolio›$372.9K
Kelleher Financial Advisors29,192
0.1% of portfolio›$368.7K
Invested Advisors28,453
0.3% of portfolio›$359.4K
Klingman & Associates, LLC27,788
0.0% of portfolio›$351.0K
Wealth Enhancement Advisory Services, LLC27,131
0.0% of portfolio›$331.3K
First Affirmative Financial Network26,797
0.1% of portfolio›$338.4K
waypoint wealth counsel26,580
0.2% of portfolio›$335.7K
Crestwood Advisors Group, LLC26,162
0.0% of portfolio›$330.4K
Avail Investment Partners, LLC24,687
0.2% of portfolio›$311.8K
Solstein Capital, LLC24,472
0.1% of portfolio›$309.1K
Park Avenue Securities LLC22,831
0.0% of portfolio›$288.0K
Rockingstone Advisors LLC21,670
0.1% of portfolio›$273.7K
Magnus Financial Group LLC20,771
0.0% of portfolio›$262.3K
Cambridge Investment Research Advisors, Inc.19,199
0.0% of portfolio›$242.0K
Farther Finance Advisors, LLC19,177
0.0% of portfolio›$242.2K
Penbrook Management LLC17,930
0.1% of portfolio›$226.5K
Dynamic Advisor Solutions LLC17,691
0.0% of portfolio›$223.4K
Brucke Financial, Inc.17,465
0.1% of portfolio›$220.6K
Transce3nd, LLC17,401
0.2% of portfolio›$208.5K
Core Wealth Partners LLC17,315
0.1% of portfolio›$218.7K
Matauro, LLC16,611
0.0% of portfolio›$209.8K
Promethium Advisors,llc16,000
0.1% of portfolio›$202.1K
Columbia Advisory Partners LLC15,926
0.1% of portfolio›$201.1K
Bank Pictet & Cie (Europe) AG15,822
0.0% of portfolio›$199.8K
Beaumont Financial Advisors, LLC15,222
0.0% of portfolio›$192.3K
Uptick Partners, LLC14,838
0.0% of portfolio›$187.4K
Eagle Global Advisors LLC14,585
0.0% of portfolio›$184.2K
RDA Financial Network14,097
0.0% of portfolio›$178.0K
Colton Groome Financial Advisors, LLC13,481
0.0% of portfolio›$170.3K
True North Advisors, LLC13,420
0.0% of portfolio›$169.5K
Kestra Advisory Services, LLC12,706
0.0% of portfolio›$160.5K
TT Capital Management LLC12,603
0.1% of portfolio›$159.2K
Steel Grove Capital Advisors, LLC12,215
0.0% of portfolio›$154.3K
Signature Wealth Management Partners, LLC11,885
0.1% of portfolio›$150.1K
Romano Brothers and Company11,875
0.0% of portfolio›$150.0K
StoneX Group Inc.11,654
0.0% of portfolio›$147.2K
Cap Partners, LLC11,061
0.1% of portfolio›$139.7K
Triumph Capital Management10,533
0.0% of portfolio›$133.0K
State of Alaska, Department of Revenue10,443
0.0% of portfolio›$131.0K
Wilmington Savings Fund Society, FSB10,357
0.0% of portfolio›$130.8K
Mariner Investment Group LLC10,000
0.0% of portfolio›$126.3K
IFP Advisors, Inc8,375
0.0% of portfolio›$105.8K
Golden State Wealth Management, LLC7,627
0.0% of portfolio›$96.3K
Simplex Trading, LLC7,274
0.0% of portfolio›$91.9K
Creative Financial Designs Inc6,936
0.0% of portfolio›$87.6K
Union Bancaire Privee, UBP SA6,165
0.1% of portfolio›$12.1M
Trust Co of Vermont5,975
0.0% of portfolio›$75.5K
Main Street Group, LTD3,750
0.0% of portfolio›$47.4K
Latitude Advisors, LLC2,955
0.0% of portfolio›$37.3K
MTM Investment Management, LLC2,800
0.0% of portfolio›$35.4K
Clayton Financial Group LLC2,460
0.0% of portfolio›$31.1K
Burk Holdings LLC2,365
0.0% of portfolio›$29.9K
Compass Financial Management LLC2,000
0.0% of portfolio›$25.3K
Valley National Advisers Inc1,000
0.0% of portfolio›$12.6K
BI Asset Management Fondsmaeglerselskab A/S907
0.0% of portfolio›$11
Signature Equity Partners, LLC533
0.0% of portfolio›$6.7K
Fortitude Family Office, LLC530
0.0% of portfolio›$6.7K
EverSource Wealth Advisors, LLC474
0.0% of portfolio›$6.0K
Quest 10 Wealth Builders, Inc.473
0.0% of portfolio›$6.0K
GHP Investment Advisors, Inc.368
0.0% of portfolio›$4.6K
Compass Wealth Management LLC200
0.0% of portfolio›$2.5K
Pinnacle Wealth Planning Services, Inc.193
0.0% of portfolio›$2.4K
Hilton Head Capital Partners, LLC175
0.0% of portfolio›$2.2K
Buck Wealth Strategies, LLC169
0.0% of portfolio›$2.1K
Costello Asset Management, Inc100
0.0% of portfolio›$1.3K
TD Private Client Wealth LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Strs Ohio
18,032,440$227.7M0.8%CoreMediumColumbus, OH2026-10-30
Sage Mountain Advisors LLC
3,787,045$47.8M2.8%ETFLowAtlanta, GA2026-11-02
Sound Income Strategies, LLC
3,422,189$41.8M1.9%YieldMediumFt Lauderdale, FL2026-10-09
Generali Asset Management SPA SGR
2,630,739$33.2M0.6%CoreLowTrieste, Latvia2026-10-26
Allen Investment Management, LLC
2,312,879$29.2M0.3%MomentumMediumNew York, NY2026-11-03
Muzinich & Co., Inc.
2,158,925$27.3M9.0%YieldVery LowNew York, NY2026-10-22
State of Wisconsin - Board of Commissioners of Public Lands
1,900,000$24.0M14.1%N/AVery LowMadison, WI2026-10-26
Sumitomo Mitsui Trust Group, Inc.
1,552,650$19.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Arnhold LLC
1,537,089$19.4M1.4%GARPLowNew York, NY2026-10-26
Sigma Investment Counselors Inc
973,116$12.3M0.6%ETFLowNorthville, MI2026-10-27
Prairiewood Capital, LLC
615,153$7.8M2.0%ETFVery LowFargo, ND2026-10-16
Commonwealth Equity Services, LLC
491,530$6.2M0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
391,404$4.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Granite FO LLC
374,795$4.7M2.5%GARPVery LowGilford, NH2026-10-14
Confluence Investment Management LLC
335,237$4.2M0.1%ValueMediumSt. Louis, MO2026-10-01
Tranquility Partners, LLC
327,489$4.1M1.4%CoreLowBrentwood, TN2026-10-20
D.A. Davidson & Co.
326,895$4.1M0.0%CoreLowGreat Falls, MT2026-10-28
Hennion & Walsh Asset Management, Inc.
288,189$3.6M0.1%ValueMediumParsippany, NJ2026-10-13
Robertson Stephens Wealth Management, LLC
274,999$3.5M0.1%ETFMediumSan Francisco, CA2026-10-16
United Advisor Group, LLC
247,788$3.1M0.3%ETFLowCincinnati, OH2026-11-03
Oppenheimer & Co Inc
238,161$3.0M0.0%CoreLowNew York, NY2026-10-26
Atria Investments, Inc
216,063$2.7M0.0%CoreMediumCharlotte, NC2026-10-15
Eagle Bay Advisors LLC
214,709$2.7M2.0%GrowthMediumNew York, NY2026-10-16
GraniteShares Advisors LLC
209,338$2.6M1.7%YieldMediumNew York, NY2026-10-29
Shikiar Asset Management Inc
194,200$2.5M1.0%CoreMediumNew York, NY2026-10-20
HB Wealth Management, LLC
193,224$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Adams Asset Advisors, LLC
180,151$2.3M0.2%YieldMediumDallas, TX2026-10-08
Bayshore Capital Advisors, LLC
174,408$2.2M1.1%YieldMediumTampa, FL2026-11-02
Silverberg Bernstein Capital Management LLC
151,444$1.9M0.9%GrowthVery LowArmonk, NY2026-10-13
Stableford Capital II LLC
139,842$1.8M0.6%CoreHighScottsdale, AZ2026-10-09
Advisor OS, LLC
134,895$1.7M0.1%ETFMediumChicago, IL2026-11-03
Abundance Wealth Counselors
133,394$1.7M0.2%GrowthLowState College, PA2026-10-26
Whipplewood Advisors, LLC
130,064$1.6M1.1%ETFLowLittleton, CO2026-10-20
Legacy Capital Wealth Partners, LLC
128,977$1.6M0.3%CoreMediumLittle Rock, AR2026-10-21
Focused Wealth Management, Inc
126,028$1.6M0.1%ETFLowNewburgh, NY2026-10-30
General Partner, Inc.
123,041$1.6M0.8%CoreLowPittsburgh, PA2026-10-05
Global Wealth Management Investment Advisory, Inc.
107,677$1.4M0.2%CoreLowFort Lauderdale, FL2026-11-04
Parallel Advisors, LLC
102,526$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Family Wealth Partners, LLC
88,215$1.1M0.3%ETFLowMatthews, NC2026-10-20
Signaturefd, LLC
82,378$1.0M0.0%IndexLowAtlanta, GA2026-10-23
J. Safra Sarasin Holding AG
80,000$1.0M0.0%CoreMediumBasel, Switzerland2026-10-26
Krilogy Financial LLC
79,081$957.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Independent Financial Group, LLC
79,028$998.1K0.0%GrowthLowSan Diego, CA2026-10-13
Onyx Bridge Wealth Group LLC
76,734$969.1K0.1%ETFMediumTarrytown, NY2026-10-16
Ascentis Independent Advisors
75,472$953.2K0.1%ETFLowDallas, TX2026-11-03
Tred Avon Family Wealth, LLC
66,189$836.0K0.3%CoreLowEaston, MD2026-10-20
Amplius Wealth Advisors, LLC
65,844$831.6K0.1%ETFLowBlue Bell, PA2026-10-20
Chicago Partners Investment Group LLC
64,187$778.0K0.0%GARPLowChicago, IL2026-10-27
Meridian Investment Counsel Inc.
64,125$809.9K0.2%GARPLowLafayette, CA2026-10-14
Commerce Advisors, LLC
62,430$788.5K0.4%ETFLowMemphis, TN2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
61,624$793.7K0.0%CoreLowPrague, Bahrain2026-10-15
Verum Partners LLC
60,098$759.0K0.1%ETFLowCharlotte, NC2026-10-21
Accurate Wealth Management, LLC
55,230$667.7K0.1%CoreMediumWesley Chapel, FL2026-10-20
Investment Research Partners LLC
53,910$680.9K0.2%CoreLowLemont, PA2026-10-19
Nicholas Hoffman & Company, Llc.
47,143$595.4K0.0%ETFVery LowAtlanta, GA2026-10-30
Truist Financial Corp
45,708$577.3K0.0%CoreLowCharlotte, NC2026-10-30
Closed-End Fund Advisors, Inc.
45,505$574.7K0.6%YieldMediumRichmond, VA2026-11-04
Griffin Asset Management, Inc.
44,725$564.9K0.1%CoreLowNew York, NY2026-10-22
MacKenzie Financial Corp
44,599$563.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Apollon Wealth Management, LLC
43,347$547.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Haven Private, LLC
42,358$535.0K0.2%ETFMediumOrlando, FL2026-10-27
Edgemoor Investment Advisors, Inc.
39,916$504.1K0.0%CoreVery LowBethesda, MD2026-11-03
Evergreen Capital Management LLC
39,322$496.6K0.0%GARPMediumBellevue, WA2026-10-23
Albion Financial Group
38,898$491.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Wedbush Securities Inc
38,881$491.0K0.0%CoreLowPasadena, CA2026-10-22
Monument Capital Management
36,762$464.3K0.1%GARPHighAlexandria, VA2026-10-09
ProShare Advisors LLC
35,818$452.4K0.0%GrowthLowBethesda, MD2026-10-29
Bison Wealth, LLC
35,799$433.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Shade Tree Advisors LLC
33,565$423.9K0.2%ETFMediumSaratoga Springs, NY2026-10-22
Key Capital Management, Inc
32,503$405.1K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Neville Rodie & Shaw Inc
32,484$4100.0%GrowthLowNew York, NY2026-10-05
Global Strategic Management Inc
31,300$395.0K0.6%GARPLowSan Juan, PR2026-10-16
Simon Quick Advisors, LLC
29,654$374.5K0.0%ETFLowMorristown, NJ2026-10-26
Creative Planning
29,523$372.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Kelleher Financial Advisors
29,192$368.7K0.1%CoreMediumNew York, NY2026-10-30
Invested Advisors
28,453$359.4K0.3%CoreMediumState College, PA2026-10-23
Klingman & Associates, LLC
27,788$351.0K0.0%ETFVery LowNew York, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
27,131$331.3K0.0%CoreLowPlymouth, MN2026-10-13
First Affirmative Financial Network
26,797$338.4K0.1%CoreN/AColorado Springs, CO2026-10-21
waypoint wealth counsel
26,580$335.7K0.2%CoreLowAtlanta, GA2026-10-22
Crestwood Advisors Group, LLC
26,162$330.4K0.0%GrowthLowBoston, MA2026-10-27
Avail Investment Partners, LLC
24,687$311.8K0.2%CoreMediumLemont, PA2026-10-16
Solstein Capital, LLC
24,472$309.1K0.1%CoreLowMenlo Park, CA2026-11-02
Park Avenue Securities LLC
22,831$288.0K0.0%ETFMediumNew York, NY2026-10-26
Rockingstone Advisors LLC
21,670$273.7K0.1%GrowthLowGreat Barrington, MA2026-10-16
Magnus Financial Group LLC
20,771$262.3K0.0%ETFLowNew York, NY2026-10-21
Cambridge Investment Research Advisors, Inc.
19,199$242.0K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
19,177$242.2K0.0%IndexLowSan Francisco, CA2026-10-08
Penbrook Management LLC
17,930$226.5K0.1%CoreLowNew York, NY2026-10-16
Dynamic Advisor Solutions LLC
17,691$223.4K0.0%ETFLowPhoenix, AZ2026-10-13
Brucke Financial, Inc.
17,465$220.6K0.1%GrowthMediumIndianapolis, IN2026-10-23
Transce3nd, LLC
17,401$208.5K0.2%GrowthLowBuda, TX2026-10-26
Core Wealth Partners LLC
17,315$218.7K0.1%GrowthLowSanta Rosa, CA2026-11-02
Matauro, LLC
16,611$209.8K0.0%ETFLowNew York, NY2026-11-03
Promethium Advisors,llc
16,000$202.1K0.1%CoreLowBethesda, MD2026-10-19
Columbia Advisory Partners LLC
15,926$201.1K0.1%ETFMediumSpokane, WA2026-10-15
Bank Pictet & Cie (Europe) AG
15,822$199.8K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Beaumont Financial Advisors, LLC
15,222$192.3K0.0%GrowthMediumNeedham, MA2026-10-22
Uptick Partners, LLC
14,838$187.4K0.0%ETFLowNacogdoches, TX2026-11-04
Eagle Global Advisors LLC
14,585$184.2K0.0%CoreLowHouston, TX2026-11-02
RDA Financial Network
14,097$178.0K0.0%GrowthMediumAkron, IA2026-10-15
Colton Groome Financial Advisors, LLC
13,481$170.3K0.0%ETFLowAsheville, NC2026-10-06
True North Advisors, LLC
13,420$169.5K0.0%CoreMediumDallas, TX2026-10-22
Kestra Advisory Services, LLC
12,706$160.5K0.0%CoreLowAustin, TX2026-11-02
TT Capital Management LLC
12,603$159.2K0.1%YieldMediumGilbert, AZ2026-10-15
Steel Grove Capital Advisors, LLC
12,215$154.3K0.0%ETFLowMemphis, TN2026-10-13
Signature Wealth Management Partners, LLC
11,885$150.1K0.1%GrowthVery LowMontvale, NJ2026-10-21
Romano Brothers and Company
11,875$150.0K0.0%CoreLowEvanston, IL2026-10-22
StoneX Group Inc.
11,654$147.2K0.0%ETFMediumNew York, NY2026-11-03
Cap Partners, LLC
11,061$139.7K0.1%ETFLowFranklin, TN2026-10-19
Triumph Capital Management
10,533$133.0K0.0%ETFMediumDenver, CO2026-10-14
State of Alaska, Department of Revenue
10,443$131.0K0.0%CoreVery LowJuneau, AK2026-10-15
Wilmington Savings Fund Society, FSB
10,357$130.8K0.0%CoreLowWilmington, DE2026-10-23
Mariner Investment Group LLC
10,000$126.3K0.0%ETFHighNew York, NY2026-11-04
IFP Advisors, Inc
8,375$105.8K0.0%GrowthLowTampa, FL2026-10-16
Golden State Wealth Management, LLC
7,627$96.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Simplex Trading, LLC
7,274$91.9K0.0%CoreVery HighChicago, IL2026-11-04
Creative Financial Designs Inc
6,936$87.6K0.0%ETFMediumKokomo, IN2026-11-04
Union Bancaire Privee, UBP SA
6,165$12.1M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
Trust Co of Vermont
5,975$75.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Main Street Group, LTD
3,750$47.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Latitude Advisors, LLC
2,955$37.3K0.0%ETFLowYorkville, IL2026-10-27
MTM Investment Management, LLC
2,800$35.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Clayton Financial Group LLC
2,460$31.1K0.0%ETFLowSt. Louis, MO2026-10-13
Burk Holdings LLC
2,365$29.9K0.0%ETFVery LowTulsa, OK2026-11-05
Compass Financial Management LLC
2,000$25.3K0.0%CoreN/ATampa, FL2026-10-30
Valley National Advisers Inc
1,000$12.6K0.0%ETFLowBethlehem, PA2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
907$110.0%CoreMediumKobenhavn, Greece2026-10-22
Signature Equity Partners, LLC
533$6.7K0.0%GrowthMediumColumbus, OH2026-10-29
Fortitude Family Office, LLC
530$6.7K0.0%ETFMediumScottsdale, AZ2026-10-14
EverSource Wealth Advisors, LLC
474$6.0K0.0%CoreMediumBirmingham, AL2026-11-04
Quest 10 Wealth Builders, Inc.
473$6.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
GHP Investment Advisors, Inc.
368$4.6K0.0%CoreVery LowDenver, CO2026-10-15
Compass Wealth Management LLC
200$2.5K0.0%GARPLowGuilford, CT2026-10-22
Pinnacle Wealth Planning Services, Inc.
193$2.4K0.0%GARPLowMansfield, OH2026-10-27
Hilton Head Capital Partners, LLC
175$2.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Buck Wealth Strategies, LLC
169$2.1K0.0%ValueMediumDenver, CO2026-10-28
Costello Asset Management, Inc
100$1.3K0.0%CoreLowFeasterville, PA2026-10-30
TD Private Client Wealth LLC
0$00.0%ETFLowNew York, NY2026-10-28