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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$186K +$204K +13,560 New
Stifel Financial
152
Stifel Financial
Missouri
$179K +$38K +2,531 +24%
AWS
153
AJ Wealth Strategies
New York
$178K +$195K +13,000 New
JP Morgan Chase
154
JP Morgan Chase
New York
$176K +$148K +9,827 +328%
WA
155
Wealth Alliance
New York
$169K
GA
156
Greytown Advisors
Florida
$167K -$47.3K -3,150 -21%
CG
157
Clarus Group
Texas
$162K
CWM
158
Concentrum Wealth Management
California
$162K
TWA
159
TCI Wealth Advisors
Arizona
$162K
DC
160
Davenport & Co
Virginia
$161K +$176K +11,700 New
PWA
161
Physician Wealth Advisors
Utah
$159K +$4.45K +296 +3%
Victory Capital Management
162
Victory Capital Management
Texas
$157K -$90 -6 -0.1%
CG
163
CFO4Life Group
Texas
$157K -$85.8K -5,711 -33%
C
164
CFO4Life
Texas
$157K +$172K +11,453 New
SWP
165
Strategic Wealth Partners
Ohio
$143K -$139K -9,226 -47%
MC
166
Moors & Cabot
Massachusetts
$140K +$154K +10,225 New
SSWM
167
Sheets Smith Wealth Management
North Carolina
$139K -$24.2K -1,608 -14%
OCAM
168
Onex Canada Asset Management
Ontario, Canada
$137K
WWM
169
Wolff Wiese Magana
California
$121K
BAM
170
Bellevue Asset Management
Washington
$121K
HCM
171
Highlander Capital Management
New Jersey
$117K +$45.1K +3,000 +55%
BAM
172
Belpointe Asset Management
Nevada
$103K +$112K +7,488 New
LSV Asset Management
173
LSV Asset Management
Illinois
$97K
OIA
174
Optimum Investment Advisors
Illinois
$90.4K +$1.5K +100 +2%
PI
175
PEAK6 Investments
Illinois
$87.1K +$95.4K +6,348 New