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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
First Foundation Advisors
California
$183K -$85.3K -5,930 -32%
WA
152
Wealth Alliance
New York
$180K
CA
153
Cetera Advisors
Colorado
$179K +$177K +12,293 New
CG
154
Clarus Group
Texas
$172K
CWM
155
Concentrum Wealth Management
California
$172K
JWCA
156
J.W. Cole Advisors
Florida
$171K +$169K +11,710 New
RIL
157
Rothschild Investment LLC
Illinois
$167K +$5.86K +407 +4%
CG
158
CFO4Life Group
Texas
$161K +$14K +973 +10%
PWA
159
Physician Wealth Advisors
Utah
$161K +$4.88K +339 +3%
LAS
160
Lloyd Advisory Services
Georgia
$160K +$158K +10,986 New
NG
161
Norden Group
Utah
$160K +$158K +10,986 New
IWC
162
Integrated Wealth Concepts
Massachusetts
$160K +$158K +10,963 New
CF
163
Centaurus Financial
California
$157K -$23.3K -1,620 -13%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$156K +$80.6K +5,597 +109%
BRWA
165
B. Riley Wealth Advisors
Florida
$155K -$114K -7,918 -43%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$147K
CA
167
Crewe Advisors
Utah
$145K
WWM
168
Wolff Wiese Magana
California
$129K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$129K +$127K +8,835 New
GRP
170
Global Retirement Partners
California
$111K +$115K +7,997 New
LSV Asset Management
171
LSV Asset Management
Illinois
$103K
HCM
172
Highlander Capital Management
New Jersey
$102K
JEST
173
JTC Employer Solutions Trustee
Jersey
$91K
HI
174
Harbour Investments
Wisconsin
$89.4K +$1.44K +100 +2%
BTI
175
Blue Trust Inc
Georgia
$85K +$2.81K +195 +3%