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Barings BDC

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
101
Newbridge Financial Services Group
Florida
$216K +$95.8K +9,916 +61%
CC
102
Claybrook Capital
Massachusetts
$209K +$98K +10,140 +67%
Fisher Asset Management
103
Fisher Asset Management
Washington
$203K -$77.4K -8,012 -25%
OIA
104
OneDigital Investment Advisors
Kansas
$200K -$10 -1 -0%
JP Morgan Chase
105
JP Morgan Chase
New York
$194K +$71.3K +7,384 +46%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$193K -$77K -7,966 -25%
KA
107
Kovack Advisors
Florida
$193K -$22.7K -2,352 -9%
ECM
108
ExodusPoint Capital Management
New York
$193K +$22.7K +2,354 +11%
AWM
109
Apollon Wealth Management
South Carolina
$191K +$223K +23,081 New
VIA
110
Virtus Investment Advisers
Connecticut
$190K +$222K +23,017 New
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$183K +$19.2K +1,989 +10%
BCI
112
Brinker Capital Investments
Pennsylvania
$175K
Creative Planning
113
Creative Planning
Kansas
$174K +$203K +21,018 New
T
114
TRUADVICE
Florida
$171K -$647K -66,958 -78%
FWM
115
Foresight Wealth Management
Utah
$170K -$66.4K -6,871 -25%
TSWM
116
Tyler-Stone Wealth Management
Ohio
$170K +$30.9K +3,195 +18%
RFN
117
Redwood Financial Network
Ohio
$169K +$75.6K +7,824 +62%
AIM
118
Axiom Investment Management
New York
$166K
FIA
119
Foundations Investment Advisors
Arizona
$165K -$14.3K -1,484 -7%
KAS
120
Kestra Advisory Services
Texas
$164K -$141K -14,586 -42%
RA
121
RFG Advisory
Alabama
$163K -$238K -24,614 -58%
Northern Trust
122
Northern Trust
Illinois
$161K +$38.4K +3,975 +26%
BAM
123
Belpointe Asset Management
Nevada
$157K +$79.6K +8,242 +76%
LNC
124
Lincoln National Corp
Pennsylvania
$156K
AF
125
Allworth Financial
California
$155K -$8.51K -881 -4%