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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$171K +$166K +8,037 New
AG
77
Advisor Group
Arizona
$97K +$19.2K +929 +26%
HCM
78
Highlander Capital Management
New Jersey
$74K – – –
ACM
79
Anfield Capital Management
California
$69K +$68.2K +3,300 New
FC
80
FORA Capital
Florida
$61K +$59.4K +2,874 New
S
81
SignatureFD
Georgia
$54K +$52.8K +2,556 New
CFGS
82
Concourse Financial Group Securities
Alabama
$48K +$45.7K +2,213 New
LWS
83
Lucia Wealth Services
California
$43K – – –
SIS
84
Sound Income Strategies
Florida
$33K – – –
ASN
85
Advisory Services Network
Georgia
$28K +$10.3K +500 +63%
HWA
86
Heritage Wealth Advisors
Virginia
$25.3K – – –
KPW
87
Kore Private Wealth
New York
$24K +$23.4K +1,135 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$23K +$22.7K +1,100 New
FCA
89
FinTrust Capital Advisors
South Carolina
$20K – – –
William Blair & Company
90
William Blair & Company
Illinois
$15K +$14.5K +700 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
WEC
92
Winslow Evans & Crocker
Massachusetts
$10K – – –
PA
93
PSI Advisors
Florida
$10K +$10.3K +500 New
TI
94
tru Independence
Oregon
$6K +$10.3K +500 New
JSC
95
Jackson Square Capital
California
$3K +$2.93K +142 New
FWM
96
Focused Wealth Management
New York
$2K – – –
ME
97
McIlrath & Eck
Washington
$2K +$2.27K +110 New
Deutsche Bank
98
Deutsche Bank
Germany
$1K -$3.08K -149 -75%
APA
99
American Portfolios Advisors
New York
$745 – – –
KCPG
100
Kavar Capital Partners Group
Kansas
– -$520K -25,900 Closed