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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Arkadios Wealth Advisors
Georgia
$425K
CF
102
Centaurus Financial
California
$420K +$148K +7,805 +55%
SIAP
103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$414K -$39.7K -2,091 -9%
Bank of America
104
Bank of America
North Carolina
$413K -$435K -22,951 -52%
CWM
105
CCG Wealth Management
California
$398K
WA
106
Wealth Architects
California
$395K
CA
107
Crewe Advisors
Utah
$377K -$49.4K -2,604 -12%
NA
108
NewEdge Advisors
Louisiana
$375K +$371K +19,560 New
1IA
109
1834 Investment Advisors
Wisconsin
$359K -$16.6K -873 -4%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$355K +$11.6K +610 +3%
DAS
111
Dynamic Advisor Solutions
Arizona
$352K +$285 +15 +0.1%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$349K +$75.7K +3,989 +28%
BC
113
Burleson & Co
California
$339K
Northern Trust
114
Northern Trust
Illinois
$334K +$14.7K +775 +5%
RWA
115
Rainsberger Wealth Advisors
Colorado
$327K +$324K +17,050 New
IAS
116
Investment Advisory Services
Texas
$310K
CCM
117
Covington Capital Management
California
$304K
AWM
118
AE Wealth Management
Kansas
$296K +$294K +15,473 New
EH
119
Equitable Holdings
New York
$292K +$47.4K +2,500 +20%
Victory Capital Management
120
Victory Capital Management
Texas
$284K -$8.54K -450 -3%
TNA
121
True North Advisors
Texas
$283K
GC
122
Guggenheim Capital
Illinois
$280K -$531K -27,986 -66%
QC
123
Quadrature Capital
United Kingdom
$280K +$277K +14,625 New
OIA
124
OneDigital Investment Advisors
Kansas
$278K +$275K +14,495 New
RIL
125
Rothschild Investment LLC
Illinois
$260K