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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crewe Advisors
Utah
$88.3K +$91.8K +9,943 New
ACM
152
AREX Capital Management
New York
$79K +$82.2K +8,900 New
FFA
153
Farther Finance Advisors
California
$72.8K – – –
JP Morgan Chase
154
JP Morgan Chase
New York
$63.9K -$3.08M -333,133 -98%
LSV Asset Management
155
LSV Asset Management
Illinois
$63K – – –
SWM
156
SHP Wealth Management
Massachusetts
$62.3K +$2.34K +253 +4%
RIL
157
Rothschild Investment LLC
Illinois
$62.2K – – –
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$49.2K +$535 +58 +1%
TRCT
159
Tower Research Capital (TRC)
New York
$46.4K +$47.8K +5,173 +9,075%
SWP
160
Strategic Wealth Partners
Ohio
$46.4K -$15.4K -1,672 -24%
SOADOR
161
State of Alaska Department of Revenue
Alaska
$45K – – –
AF
162
Allworth Financial
California
$38K +$222 +24 +0.6%
CCM
163
Chilton Capital Management
Texas
$35.5K – – –
CFD
164
Creative Financial Designs
Indiana
$35.1K – – –
ASN
165
Advisory Services Network
Georgia
$34.9K +$36.3K +3,935 New
UBP
166
Union Bancaire Privee
Switzerland
$33.6K -$114K -12,298 -77%
NWM
167
Nova Wealth Management
Florida
$28K – – –
KFI
168
Key Financial Inc
Pennsylvania
$21.9K -$14.9K -1,614 -40%
VFM
169
Vision Financial Markets
Connecticut
$20K – – –
PWMG
170
Private Wealth Management Group
New Jersey
$18.8K +$637 +69 +3%
Optiver Holding
171
Optiver Holding
Netherlands
$18K – – –
HI
172
Harbour Investments
Wisconsin
$17.6K +$3.27K +354 +22%
BH
173
Burk Holdings
Oklahoma
$17.1K +$17.8K +1,930 New
RWM
174
Rialto Wealth Management
New York
$16.6K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$15.7K +$16.3K +1,765 New