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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$194K -$46.3K -2,440 -20%
JIP
152
Jaffetilchin Investment Partners
Florida
$194K +$192K +10,118 New
BAM
153
Belpointe Asset Management
Nevada
$171K -$47.9K -2,522 -22%
WWM
154
Wolff Wiese Magana
California
$169K
OIA
155
Optimum Investment Advisors
Illinois
$152K +$27.4K +1,445 +22%
APA
156
American Portfolios Advisors
New York
$150K +$149K +7,845 New
LSV Asset Management
157
LSV Asset Management
Illinois
$136K
S
158
SignatureFD
Georgia
$113K
HCM
159
Highlander Capital Management
New Jersey
$105K
SWM
160
Spire Wealth Management
Virginia
$104K
PCC
161
Park Circle Company
Maryland
$100K +$98.9K +5,213 New
PI
162
PEAK6 Investments
Illinois
$90K +$89.3K +4,709 New
KFI
163
Key Financial Inc
Pennsylvania
$78K
CCM
164
Chilton Capital Management
Texas
$67K +$66.4K +3,500 New
HI
165
Harbour Investments
Wisconsin
$63K
JP Morgan Chase
166
JP Morgan Chase
New York
$57K
LCM
167
Logan Capital Management
Pennsylvania
$48K
HNB
168
Huntington National Bank
Ohio
$44K +$43.7K +2,301 New
BC
169
Barnett & Company
Tennessee
$29K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$29K +$28.5K +1,500 New
TCWM
171
Total Clarity Wealth Management
Illinois
$29K +$28.5K +1,500 New
CA
172
Cornerstone Advisory
Maryland
$28K +$28.7K +1,510 New
CFGS
173
Concourse Financial Group Securities
Alabama
$24K
CAL
174
Capital Analysts LLC
Pennsylvania
$22K +$342 +18 +2%
FWM
175
Focused Wealth Management
New York
$22K +$493 +26 +2%