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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crewe Advisors
Utah
$137K
FFWA
152
Forthright Family Wealth Advisory
Texas
$130K
WWM
153
Wolff Wiese Magana
California
$122K
ZB
154
Zions Bancorporation
Utah
$117K
RIL
155
Rothschild Investment LLC
Illinois
$103K
LSV Asset Management
156
LSV Asset Management
Illinois
$98K
JEST
157
JTC Employer Solutions Trustee
Jersey
$86K
VCM
158
Versant Capital Management
Arizona
$75.4K
GRP
159
Global Retirement Partners
California
$72.6K -$35.8K -2,463 -32%
Citigroup
160
Citigroup
New York
$71.7K +$70K +4,817 +1,216%
WIM
161
Westside Investment Management
California
$64.7K
HI
162
Harbour Investments
Wisconsin
$62K -$36.9K -2,540 -36%
TAM
163
Tucker Asset Management
Colorado
$60.8K
KFI
164
Key Financial Inc
Pennsylvania
$56.2K
IRC
165
Investors Research Corp
Georgia
$54.5K
CCM
166
Chilton Capital Management
Texas
$48.2K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$45K -$8.72K -600 -16%
IA
168
IFP Advisors
Florida
$33.7K -$139K -9,571 -80%
CAS
169
Coppell Advisory Solutions
Texas
$32.6K +$901 +62 +3%
WAM
170
WFA Asset Management
Wisconsin
$32.5K +$34.3K +2,362 New
OIA
171
Optimum Investment Advisors
Illinois
$29.6K -$14.5K -1,000 -32%
GEA
172
Glen Eagle Advisors
New Jersey
$29.4K
Nomura Asset Management
173
Nomura Asset Management
Japan
$29.3K +$18.5K +1,275 +149%
FFA
174
Farther Finance Advisors
California
$27.9K +$28.8K +1,981 +4,607%
CHA
175
Carmichael Hill & Associates
Maryland
$27.8K +$5.09K +350 +21%