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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Blume Capital Management
California
$4.24K – – –
PTC
227
Private Trust Company
Ohio
$3.88K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$3.02K – – –
AEPWM
229
Atlantic Edge Private Wealth Management
Florida
$2.42K +$2.63K +200 New
TWC
230
TD Waterhouse Canada
Ontario, Canada
$1.23K – – –
BAM
231
Byrne Asset Management
New Jersey
$1.21K – – –
SC
232
Stephens Consulting
Michigan
$1.21K – – –
CIAM
233
Caitong International Asset Management
Hong Kong
$496 +$538 +41 New
AF
234
Allworth Financial
California
$207 +$223 +17 New
HNB
235
Huntington National Bank
Ohio
$12 – – –
Fidelity Investments
236
Fidelity Investments
Massachusetts
$12 +$13 +1 New
CAM
237
Creekmur Asset Management
Illinois
$8 – – –
EW
238
Evoke Wealth
California
– -$867K -61,000 Closed
KP
239
Keel Point
Alabama
– -$608K -44,175 Closed
WT
240
Whittier Trust
California
– -$594K -43,200 Closed
WA
241
Waverly Advisors
Alabama
– -$518K -37,621 Closed
C
242
Certuity
Florida
– -$432K -31,413 Closed
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
– -$418K -30,356 Closed
KCPG
244
Kavar Capital Partners Group
Kansas
– -$345K -25,107 Closed
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
– -$187K -13,584 Closed
ZB
246
Zions Bancorporation
Utah
– -$117K -8,500 Closed
FFA
247
Farther Finance Advisors
California
– -$27.9K -2,024 Closed
FHA
248
First Horizon Advisors
Tennessee
– -$21.3K -1,546 Closed
AIM
249
Anchor Investment Management
South Carolina
– -$20.6K -1,500 Closed
T
250
Tidemark
California
– -$20.6K -1,500 Closed