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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Monument Capital Management
Virginia
$585K -$19.8K -1,073 -3%
PPW
77
Pinnacle Private Wealth
Massachusetts
$548K +$201K +10,889 +50%
NHC
78
Nicholas Hoffman & Company
Georgia
$540K -$6.28K -340 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$504K -$40.7K -2,204 -7%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$504K +$58.5K +3,169 +12%
SCA
81
Snowden Capital Advisors
New York
$498K
OWM
82
Olympus Wealth Management
Utah
$497K
SFP
83
Sweet Financial Partners
Minnesota
$497K
DE
84
Day & Ennis
Georgia
$496K
Mariner
85
Mariner
Kansas
$495K +$65.4K +3,545 +14%
HCP
86
Hexagon Capital Partners
Arkansas
$495K +$143K +7,756 +36%
EW
87
Evoke Wealth
California
$483K
Bank of America
88
Bank of America
North Carolina
$469K +$109K +5,895 +27%
KCPG
89
Kavar Capital Partners Group
Kansas
$467K +$513K +27,772 New
Lido Advisors
90
Lido Advisors
California
$459K -$47.5K -2,573 -9%
CWM
91
Circle Wealth Management
New Jersey
$458K +$2.07K +112 +0.4%
GA
92
Greytown Advisors
Florida
$456K -$16.4K -890 -3%
NA
93
NewEdge Advisors
Louisiana
$449K +$105K +5,696 +27%
OC
94
Oppenheimer & Co
New York
$438K +$482K +26,100 New
GI
95
GAMCO Investors
Connecticut
$432K
DAS
96
Dynamic Advisor Solutions
Arizona
$428K -$484K -26,224 -51%
IAN
97
Integrated Advisors Network
Texas
$408K -$906K -49,093 -67%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$404K
BRWA
99
B. Riley Wealth Advisors
Florida
$402K -$19.4K -1,050 -4%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$401K -$180K -9,760 -29%