Institutional Owners for BDC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | COM | 351 | $183,392 | 2,374 | 0.00 | 0.00 | 1,384 | 139.80 | 12-31-2023 |
| PEAPACK GLADSTONE FINANCIAL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 0.65 | 12-31-2023 |
| GW HENSSLER & ASSOCIATES LTD | COM | Liquidated | $0 | 0 | 0.00 | 2,333 | +Inf | 12-31-2023 | |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 354 | $209,303 | 2,260 | 0.00 | 2,260 | +Inf | 03-31-2024 |
