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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Foresight Wealth Management
Utah
$218K
RIA
127
Regal Investment Advisors
Michigan
$218K +$12.9K +675 +6%
CWM
128
Concentrum Wealth Management
California
$217K
TWA
129
TCI Wealth Advisors
Arizona
$217K +$75.2K +3,933 +50%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$211K +$220K +11,500 New
BAM
131
Belpointe Asset Management
Nevada
$210K +$2.58K +135 +1%
JF
132
Jump Financial
Illinois
$207K +$216K +11,300 New
BAM
133
Bellevue Asset Management
Washington
$196K +$67.7K +3,540 +50%
BRWA
134
B. Riley Wealth Advisors
Florida
$192K +$2.35K +123 +1%
WWM
135
Wolff Wiese Magana
California
$162K +$56.4K +2,947 +50%
LSV Asset Management
136
LSV Asset Management
Illinois
$130K
OIA
137
Optimum Investment Advisors
Illinois
$119K -$17.9K -938 -13%
S
138
SignatureFD
Georgia
$108K +$37.6K +1,964 +50%
HCM
139
Highlander Capital Management
New Jersey
$101K
SWM
140
Spire Wealth Management
Virginia
$99K +$37.6K +1,968 +57%
KFI
141
Key Financial Inc
Pennsylvania
$75K
HI
142
Harbour Investments
Wisconsin
$60K
JP Morgan Chase
143
JP Morgan Chase
New York
$55K -$113K -5,916 -66%
LCM
144
Logan Capital Management
Pennsylvania
$46K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$36K -$19.1K -1,000 -34%
ME
146
McIlrath & Eck
Washington
$36K +$35K +1,829 +1,663%
FIA
147
FNY Investment Advisers
New York
$32K -$4.78K -250 -13%
BC
148
Barnett & Company
Tennessee
$28K -$19.1K -1,000 -40%
CFGS
149
Concourse Financial Group Securities
Alabama
$23K
FWM
150
Focused Wealth Management
New York
$21K +$19.2K +1,006 +818%