We are live on ! Find out more
GSBD icon

Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
GA
126
Greytown Advisors
Florida
$223K -$195K -11,500 -44%
SWM
127
SeaCrest Wealth Management
New York
$220K -$16.9K -1,000 -6%
CA
128
Crewe Advisors
Utah
$214K
BWA
129
Beam Wealth Advisors
Louisiana
$207K +$6.07K +359 +3%
WSC
130
Wellington Shields & Co
New York
$202K -$13.5K -800 -5%
1832 Asset Management
131
1832 Asset Management
Ontario, Canada
$201K +$5.06K +299 +2%
RIA
132
Regal Investment Advisors
Michigan
$198K +$846 +50 +0.4%
DLG
133
Daniel L. Goodwin
$197K
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$193K +$226K +13,384 New
IAIM
135
International Assets Investment Management
Florida
$190K
CAM
136
Cresset Asset Management
Illinois
$188K -$2.71K -160 -1%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$183K -$74.4K -4,396 -26%
WA
138
Wealth Alliance
New York
$178K -$14.3K -843 -6%
CG
139
Clarus Group
Texas
$171K
CWM
140
Concentrum Wealth Management
California
$171K
FWM
141
Foresight Wealth Management
Utah
$171K
BO
142
BRR OpCo
Ohio
$170K
TWA
143
TCI Wealth Advisors
Arizona
$170K
SSWM
144
Sheets Smith Wealth Management
North Carolina
$169K
Victory Capital Management
145
Victory Capital Management
Texas
$166K -$48.4K -2,862 -20%
JIP
146
Jaffetilchin Investment Partners
Florida
$157K +$4.84K +286 +3%
PWA
147
Physician Wealth Advisors
Utah
$152K +$171K +10,124 New
Stifel Financial
148
Stifel Financial
Missouri
$151K -$79.3K -4,688 -31%
OCAM
149
Onex Canada Asset Management
Ontario, Canada
$145K
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$140K +$165K +9,744 New