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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$184K +$186K +12,300 New
PWA
152
Physician Wealth Advisors
Utah
$182K +$5.22K +345 +3%
IA
153
IFP Advisors
Florida
$179K -$15.5K -1,024 -8%
JWCA
154
J.W. Cole Advisors
Florida
$179K -$3.48K -230 -2%
CWM
155
Concentrum Wealth Management
California
$177K
CG
156
CFO4Life Group
Texas
$175K +$4.52K +299 +3%
RIL
157
Rothschild Investment LLC
Illinois
$172K
BRWA
158
B. Riley Wealth Advisors
Florida
$155K -$44.9K -2,967 -22%
IWM
159
IHT Wealth Management
Illinois
$152K -$6.75K -446 -4%
EFS
160
Essex Financial Services
Connecticut
$150K +$151K +10,000 New
CA
161
Crewe Advisors
Utah
$149K
ACM
162
Aquatic Capital Management
Illinois
$139K -$307K -20,300 -69%
WWM
163
Wolff Wiese Magana
California
$132K
CF
164
Centaurus Financial
California
$124K -$5.58K -369 -4%
LSV Asset Management
165
LSV Asset Management
Illinois
$106K
HCM
166
Highlander Capital Management
New Jersey
$105K
JEST
167
JTC Employer Solutions Trustee
Jersey
$94K
HI
168
Harbour Investments
Wisconsin
$85.6K +$1.15K +76 +1%
VCM
169
Versant Capital Management
Arizona
$82K
GRP
170
Global Retirement Partners
California
$70.9K -$49.4K -3,267 -41%
WIM
171
Westside Investment Management
California
$70.4K
TAM
172
Tucker Asset Management
Colorado
$66.2K
KFI
173
Key Financial Inc
Pennsylvania
$61.2K
OIA
174
Optimum Investment Advisors
Illinois
$59.9K +$2.27K +150 +4%
IRC
175
Investors Research Corp
Georgia
$59.4K +$59.9K +3,963 New