We are live on ! Find out more
GSBD icon

Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$219K +$170K +9,106 +409%
CF
102
Centaurus Financial
California
$216K +$29K +1,550 +16%
BRWA
103
B. Riley Wealth Advisors
Florida
$215K +$208K +11,106 New
HIM
104
HawsGoodwin Investment Management
Tennessee
$209K +$202K +10,797 New
FFA
105
First Foundation Advisors
California
$206K +$200K +10,659 New
BAM
106
Belpointe Asset Management
Nevada
$200K
SAM
107
Shikiar Asset Management
New York
$193K +$187K +10,000 New
BC
108
Barnett & Company
Tennessee
$150K -$294K -15,700 -67%
OIA
109
Optimum Investment Advisors
Illinois
$142K -$25.1K -1,340 -15%
JP Morgan Chase
110
JP Morgan Chase
New York
$135K +$74.9K +3,999 +133%
CA
111
Crewe Advisors
Utah
$134K +$130K +6,917 New
KFI
112
Key Financial Inc
Pennsylvania
$119K +$115K +6,148 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$115K +$72.2K +3,856 +183%
BC
114
Burleson & Co
California
$114K +$110K +5,901 New
MF
115
Manchester Financial
California
$107K -$12.5K -669 -11%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$107K +$103K +5,516 New
HCM
117
Highlander Capital Management
New Jersey
$106K
FIA
118
FNY Investment Advisers
New York
$97K +$21K +1,123 +29%
SWM
119
Spire Wealth Management
Virginia
$85K +$101K +5,411 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$81K
TWA
121
TCI Wealth Advisors
Arizona
$76K +$73.6K +3,933 New
BAM
122
Bellevue Asset Management
Washington
$69K
FC
123
FORA Capital
Florida
$58K
WWM
124
Wolff Wiese Magana
California
$57K +$55.1K +2,944 New
LCM
125
Logan Capital Management
Pennsylvania
$48K +$46.8K +2,500 New