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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Evoke Wealth
California
$401K
NHC
102
Nicholas Hoffman & Company
Georgia
$390K -$6.06K -446 -2%
JP Morgan Chase
103
JP Morgan Chase
New York
$387K +$57.8K +4,254 +18%
EH
104
Equitable Holdings
New York
$385K +$377K +27,744 New
RWA
105
Rainsberger Wealth Advisors
Colorado
$382K +$73K +5,379 +24%
GI
106
GAMCO Investors
Connecticut
$356K
GC
107
Guggenheim Capital
Illinois
$350K +$32.3K +2,376 +10%
MHS
108
M Holdings Securities
Oregon
$349K -$118K -8,720 -26%
CG
109
Colony Group
Massachusetts
$343K -$18.3K -1,349 -5%
IFG
110
Independent Financial Group
California
$336K +$23.5K +1,728 +8%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$335K -$18.8K -1,388 -5%
GT
112
Greenleaf Trust
Michigan
$328K
AA
113
Ancora Advisors
Ohio
$327K
FCM
114
Fourpath Capital Management
Oklahoma
$325K -$6.88K -507 -2%
CW
115
CreativeOne Wealth
Kansas
$320K +$71.3K +5,249 +29%
IA
116
Icon Advisers
Colorado
$306K -$908K -66,892 -75%
HCP
117
Hexagon Capital Partners
Arkansas
$290K
CWM
118
CCG Wealth Management
California
$288K
WA
119
Wealth Architects
California
$286K
AWM
120
AE Wealth Management
Kansas
$282K -$56.6K -4,172 -17%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$264K -$1.22M -89,831 -83%
DAS
122
Dynamic Advisor Solutions
Arizona
$261K -$13.1K -965 -5%
BRWA
123
B. Riley Wealth Advisors
Florida
$259K -$487K -35,876 -66%
FFA
124
First Foundation Advisors
California
$257K
ProShare Advisors
125
ProShare Advisors
Maryland
$245K +$18.4K +1,356 +8%