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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Covington Capital Management
California
$311K
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$304K -$60.3K -3,053 -16%
WSC
128
Wellington Shields & Co
New York
$290K +$292K +14,780 New
BWA
129
Beam Wealth Advisors
Louisiana
$282K +$284K +14,384 New
Victory Capital Management
130
Victory Capital Management
Texas
$270K -$8.1K -410 -3%
RIL
131
Rothschild Investment LLC
Illinois
$267K
CG
132
CFO4Life Group
Texas
$261K +$5.18K +262 +2%
WA
133
Wealth Alliance
New York
$259K
RIA
134
Regal Investment Advisors
Michigan
$258K +$25.7K +1,300 +11%
IAIM
135
International Assets Investment Management
Florida
$258K +$260K +13,134 New
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$256K +$5.85K +296 +2%
CAM
137
Cresset Asset Management
Illinois
$252K +$4.84K +245 +2%
SAM
138
SP Asset Management
California
$250K
CAN
139
Cetera Advisor Networks
California
$245K +$247K +12,483 New
DLG
140
Daniel L. Goodwin
$244K +$246K +12,450 New
FWM
141
Foresight Wealth Management
Utah
$233K
CG
142
Clarus Group
Texas
$232K -$234K -11,832 -50%
CWM
143
Concentrum Wealth Management
California
$231K
TWA
144
TCI Wealth Advisors
Arizona
$231K
BO
145
BRR OpCo
Ohio
$231K +$233K +11,780 New
PCA
146
Providence Capital Advisors
North Carolina
$231K +$233K +11,780 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$230K +$2.04K +103 +0.9%
IFG
148
Independent Financial Group
California
$226K
KA
149
Kovack Advisors
Florida
$217K -$19.8K -1,000 -8%
BAM
150
Bellevue Asset Management
Washington
$210K