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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$1.14M -$1.98K -213 -0.2%
EFG
52
Ethos Financial Group
Pennsylvania
$1.09M +$51K +5,489 +5%
GWMIA
53
Global Wealth Management Investment Advisory
Florida
$1.06M +$1.04M +112,297 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.03M -$35.1K -3,774 -3%
DA
55
Denali Advisors
California
$1M -$55.8K -6,004 -5%
SAM
56
Shikiar Asset Management
New York
$975K +$315K +33,950 +49%
UAG
57
United Advisor Group
Ohio
$957K -$771 -83 -0.1%
GC
58
Garde Capital
Washington
$921K +$32K +3,443 +4%
HWM
59
HB Wealth Management
Georgia
$918K +$342K +36,850 +61%
SWP
60
Stratos Wealth Partners
Ohio
$891K -$88.4K -9,513 -9%
Creative Planning
61
Creative Planning
Kansas
$860K -$524K -56,463 -38%
XT
62
XTX Topco
Cayman Islands
$837K +$820K +88,320 New
SGCA
63
Steel Grove Capital Advisors
Tennessee
$816K +$13.8K +1,482 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$780K -$4.07M -437,953 -84%
CAP
65
Cordoba Advisory Partners
New York
$780K +$126K +13,537 +21%
MWM
66
Meridian Wealth Management
Kentucky
$750K -$85K -9,147 -10%
AAP
67
Arax Advisory Partners
Colorado
$747K +$639K +68,758 +688%
Northern Trust
68
Northern Trust
Illinois
$710K +$1.64K +176 +0.2%
IWA
69
Icon Wealth Advisors
Texas
$706K
FL
70
FreeGulliver LLC
Louisiana
$689K +$675K +72,662 New
TCM
71
TT Capital Management
California
$681K +$30.6K +3,300 +5%
VIA
72
Virtus Investment Advisers
Connecticut
$642K -$195K -20,991 -24%
PI
73
PFG Investments
New York
$639K -$50.6K -5,452 -7%
GC
74
Guggenheim Capital
Illinois
$619K +$56.5K +6,083 +10%
A
75
Argentarii
Ohio
$611K