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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Architects
California
$269K +$272K +13,742 New
RIL
102
Rothschild Investment LLC
Illinois
$266K
CG
103
CFO4Life Group
Texas
$261K +$263K +13,326 New
Canada Life
104
Canada Life
Manitoba, Canada
$258K +$16.2K +820 +7%
WA
105
Wealth Alliance
New York
$258K +$261K +13,188 New
WW
106
Westshore Wealth
California
$252K +$254K +12,846 New
FSA
107
Franklin Street Advisors
North Carolina
$246K -$176K -8,892 -41%
DAS
108
Dynamic Advisor Solutions
Arizona
$244K +$246K +12,455 New
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$242K +$6.68K +338 +3%
CF
110
Centaurus Financial
California
$240K +$21.7K +1,100 +10%
ASN
111
Advisory Services Network
Georgia
$239K +$17.1K +863 +8%
KA
112
Kovack Advisors
Florida
$233K
FWM
113
Foresight Wealth Management
Utah
$232K
SAM
114
SP Asset Management
California
$232K +$240K +12,142 New
CWM
115
Concentrum Wealth Management
California
$231K
BAM
116
Belpointe Asset Management
Nevada
$222K +$19.8K +1,000 +10%
ECM
117
ExodusPoint Capital Management
New York
$220K +$222K +11,210 New
RIA
118
Regal Investment Advisors
Michigan
$220K +$222K +11,225 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$216K +$109K +5,516 +100%
PWA
120
Physician Wealth Advisors
Utah
$215K
CA
121
Crewe Advisors
Utah
$214K +$78.9K +3,991 +58%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$212K +$214K +10,825 New
LWAC
123
Laurel Wealth Advisors (California)
California
$202K -$58.2K -2,944 -22%
BRWA
124
B. Riley Wealth Advisors
Florida
$202K -$15.9K -804 -7%
SAS
125
Sanford Advisory Services
Michigan
$196K +$198K +10,000 New