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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$178K +$5.41K +373 +3%
EW
152
Evoke Wealth
California
$177K -$236K -16,300 -58%
CWM
153
Concentrum Wealth Management
California
$173K
RIL
154
Rothschild Investment LLC
Illinois
$168K
CG
155
CFO4Life Group
Texas
$167K +$4.71K +325 +3%
MLIC
156
Mandatum Life Insurance Company
Finland
$165K +$164K +11,294 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$165K +$3.93K +271 +2%
NG
158
Norden Group
Utah
$159K -$2.1K -145 -1%
IWM
159
IHT Wealth Management
Illinois
$156K -$252K -17,389 -62%
ASN
160
Advisory Services Network
Georgia
$149K -$81.1K -5,589 -35%
SSWM
161
Sheets Smith Wealth Management
North Carolina
$148K
CA
162
Crewe Advisors
Utah
$146K
WWM
163
Wolff Wiese Magana
California
$129K
CF
164
Centaurus Financial
California
$127K -$30.8K -2,123 -20%
GRP
165
Global Retirement Partners
California
$119K
LSV Asset Management
166
LSV Asset Management
Illinois
$104K
HCM
167
Highlander Capital Management
New Jersey
$103K
JEST
168
JTC Employer Solutions Trustee
Jersey
$93K
EC
169
EntryPoint Capital
New York
$91.3K +$90.4K +6,231 New
HI
170
Harbour Investments
Wisconsin
$82.6K -$7.25K -500 -8%
VCM
171
Versant Capital Management
Arizona
$80.2K
WIM
172
Westside Investment Management
California
$68.9K
TAM
173
Tucker Asset Management
Colorado
$64.7K +$64.1K +4,418 New
KFI
174
Key Financial Inc
Pennsylvania
$59.8K
CIA
175
Cape Investment Advisory
Georgia
$58.3K +$57.7K +3,979 New