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Barings BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$188K +$4.85K +578 +3%
AWA
102
Arete Wealth Advisors
Illinois
$186K -$55.6K -6,628 -22%
AWM
103
Apollon Wealth Management
South Carolina
$185K -$16.4K -1,949 -8%
HKIMG
104
Hutchens & Kramer Investment Management Group
Indiana
$184K -$27.8K -3,316 -12%
GRP
105
Global Retirement Partners
California
$178K -$9.76K -1,163 -5%
GCP
106
GSA Capital Partners
United Kingdom
$177K +$187K +22,333 New
GIM
107
Greenwich Investment Management
Connecticut
$172K +$45.1K +5,370 +33%
CSS
108
Cubist Systematic Strategies
Connecticut
$169K -$992K -118,244 -85%
RFN
109
Redwood Financial Network
Ohio
$166K +$520 +62 +0.3%
LFAS
110
Level Four Advisory Services
Texas
$163K -$58.4K -6,959 -25%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$160K -$8.35K -995 -5%
AF
112
Allworth Financial
California
$160K +$13.7K +1,629 +9%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$158K -$10.3K -1,226 -6%
ACM
114
Acrisure Capital Management
Texas
$158K +$167K +19,939 New
ACM
115
AlphaStar Capital Management
North Carolina
$158K -$18.3K -2,183 -10%
FFS
116
Founders Financial Securities
Maryland
$149K
EAM
117
Empirical Asset Management
Massachusetts
$148K -$92.8K -11,057 -37%
FIA
118
Foundations Investment Advisors
Arizona
$146K
Ameriprise
119
Ameriprise
Minnesota
$145K +$22.9K +2,733 +18%
KAS
120
Kestra Advisory Services
Texas
$141K +$23K +2,741 +18%
FMWA
121
Forvis Mazars Wealth Advisors
Missouri
$138K
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$137K +$8.39K +1,000 +6%
T
123
TRUADVICE
Florida
$136K -$11.8K -1,405 -7%
WWM
124
Western Wealth Management
Colorado
$133K
BAM
125
Belpointe Asset Management
Nevada
$132K +$2.01K +239 +1%