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Crescent Capital BDC

Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
76
LSV Asset Management
Illinois
$125K
CCM
77
Coldstream Capital Management
Washington
$100K +$109K +5,863 New
HCM
78
Hollencrest Capital Management
California
$59.1K +$1.38K +74 +2%
Citigroup
79
Citigroup
New York
$39.1K +$3.44K +185 +9%
PC
80
Promus Capital
Illinois
$30K +$32.6K +1,750 New
WSFS
81
Wilmington Savings Fund Society
Delaware
$12K
VNA
82
Valley National Advisers
Pennsylvania
$10K +$11.2K +600 New
AW
83
Avion Wealth
Texas
$5K
W
84
WealthCollab
Washington
$3.83K +$894 +48 +27%
SIS
85
Sound Income Strategies
Florida
$3.01K
AF
86
Allworth Financial
California
$1.6K
LFG
87
Larson Financial Group
Missouri
$171
CLG
88
Cooperman Leon G
-$1.73M -89,917 Closed
PFA
89
Pettinga Financial Advisors
Indiana
-$880K -45,767 Closed
VEA
90
Virtus ETF Advisers
New York
-$792K -41,208 Closed
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$661K -34,371 Closed
RWA
92
Redhawk Wealth Advisors
Minnesota
-$659K -34,302 Closed
EGA
93
Eagle Global Advisors
Texas
-$351K -18,280 Closed
HF
94
HRT Financial
New York
-$269K -14,046 Closed
DTL
95
Dynamic Technology Lab
Singapore
-$218K -11,352 Closed
ACM
96
Aquatic Capital Management
Illinois
-$129K -6,691 Closed
HNB
97
Huntington National Bank
Ohio
-$50K -2,600 Closed
CMBA
98
C.M. Bidwell & Associates
Hawaii
-$38.7K -2,015 Closed
MA
99
Montag & Associates
Georgia
-$35.4K -1,800 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
-$28.8K -1,500 Closed