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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cedar Wealth Management
California
$209K – – –
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$209K +$211K +10,681 New
LWAC
153
Laurel Wealth Advisors (California)
California
$202K +$204K +10,308 New
DC
154
Davenport & Co
Virginia
$201K – – –
OCAM
155
Onex Canada Asset Management
Ontario, Canada
$196K +$198K +10,000 New
PWA
156
Physician Wealth Advisors
Utah
$192K – – –
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$191K -$30.3K -1,535 -14%
JIP
158
Jaffetilchin Investment Partners
Florida
$188K +$9.41K +476 +5%
WWM
159
Wolff Wiese Magana
California
$173K – – –
APA
160
American Portfolios Advisors
New York
$154K – – –
LSV Asset Management
161
LSV Asset Management
Illinois
$139K – – –
OIA
162
Optimum Investment Advisors
Illinois
$127K -$28.9K -1,465 -18%
HCM
163
Highlander Capital Management
New Jersey
$108K – – –
SWM
164
Spire Wealth Management
Virginia
$106K – – –
NWM
165
Nauset Wealth Management
Connecticut
$103K +$103K +5,232 New
PCC
166
Park Circle Company
Maryland
$102K – – –
KFI
167
Key Financial Inc
Pennsylvania
$80K – – –
JP Morgan Chase
168
JP Morgan Chase
New York
$59K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$55K -$161K -8,123 -74%
LCM
170
Logan Capital Management
Pennsylvania
$49K – – –
HNB
171
Huntington National Bank
Ohio
$45K – – –
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
Lazard Asset Management
173
Lazard Asset Management
New York
$29K +$29.3K +1,485 New
CFGS
174
Concourse Financial Group Securities
Alabama
$24K – – –
FWM
175
Focused Wealth Management
New York
$23K +$59 +3 +0.3%