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Barings BDC

Name Holding Trade Value Shares
Change
Change in
Stake
NW
126
Naviter Wealth
Arkansas
$137K +$142K +16,000 New
GRP
127
Global Retirement Partners
California
$137K -$19.6K -2,204 -12%
WIM
128
WealthPlan Investment Management
Nebraska
$132K
PA
129
PFG Advisors
Arizona
$131K -$241K -27,053 -64%
HKIMG
130
Hutchens & Kramer Investment Management Group
Indiana
$131K -$28.1K -3,160 -17%
FNT
131
First National Trust
Pennsylvania
$126K
FFS
132
Founders Financial Securities
Maryland
$124K
NHC
133
Nicholas Hoffman & Company
Georgia
$123K
EAM
134
Empirical Asset Management
Massachusetts
$123K -$48.1K -5,410 -27%
MWM
135
Mission Wealth Management
California
$123K
QT
136
Quantbot Technologies
New York
$121K -$40.1K -4,511 -24%
SI
137
Stephens Inc
Arkansas
$121K +$10.8K +1,217 +9%
FGAM
138
Financial Gravity Asset Management
Texas
$121K +$125K +14,051 New
BFA
139
Beaumont Financial Advisors
Massachusetts
$120K +$3.58K +402 +3%
CAM
140
Cozad Asset Management
Illinois
$119K
CP
141
Camelot Portfolios
Ohio
$118K +$123K +13,773 New
FHA
142
Flagship Harbor Advisors
Massachusetts
$117K +$774 +87 +0.6%
Brown Advisory
143
Brown Advisory
Maryland
$113K
RFA
144
Register Financial Advisors
Georgia
$111K +$338 +38 +0.3%
AFG
145
Atomi Financial Group
New York
$106K -$26.7K -2,998 -19%
SWM
146
Spire Wealth Management
Virginia
$103K
AA
147
Advisory Alpha
Michigan
$103K +$2.53K +284 +2%
ProShare Advisors
148
ProShare Advisors
Maryland
$103K -$13.4K -1,501 -11%
SIS
149
Sound Income Strategies
Florida
$102K -$400 -45 -0.4%
SG
150
StoneX Group
New York
$102K +$105K +11,833 New