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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Strategic Wealth Partners
Ohio
$228K +$204K +11,901 New
QPWM
77
Quadrant Private Wealth Management
Pennsylvania
$227K -$748K -43,576 -79%
FWM
78
Foresight Wealth Management
Utah
$227K +$204K +11,861 New
CWM
79
Concentrum Wealth Management
California
$226K +$203K +11,802 New
VF
80
Virtu Financial
New York
$219K +$197K +11,440 New
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$215K
BAM
82
Belpointe Asset Management
Nevada
$197K
Jane Street
83
Jane Street
New York
$194K +$175K +10,167 New
PWA
84
Physician Wealth Advisors
Utah
$189K
CF
85
Centaurus Financial
California
$184K +$8.59K +500 +5%
OIA
86
Optimum Investment Advisors
Illinois
$166K -$2.34K -136 -2%
MF
87
Manchester Financial
California
$119K -$3.91M -227,876 -97%
HCM
88
Highlander Capital Management
New Jersey
$105K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$74K
FIA
90
FNY Investment Advisers
New York
$74K +$67.2K +3,911 New
BAM
91
Bellevue Asset Management
Washington
$64K +$60.8K +3,539 New
JP Morgan Chase
92
JP Morgan Chase
New York
$57K
MIM
93
Merrion Investment Management
New Jersey
$57K +$51.5K +3,000 New
FC
94
FORA Capital
Florida
$57K +$51.6K +3,002 New
ASN
95
Advisory Services Network
Georgia
$43K -$121K -7,067 -76%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$40K +$1.05K +61 +3%
TRCT
97
Tower Research Capital (TRC)
New York
$26K -$46.7K -2,720 -66%
SIS
98
Sound Income Strategies
Florida
$25K -$4.07K -237 -15%
IAIM
99
International Assets Investment Management
Florida
$24K +$21.7K +1,264 New
CFGS
100
Concourse Financial Group Securities
Alabama
$23K