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Goldman Sachs BDC

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$18.3K
OLVIG
202
Oliver Lagore Vanvalin Investment Group
Michigan
$17.4K +$16.5K +1,500 New
SSG
203
Summit Securities Group
New York
$15.2K +$14.9K +1,348 New
SIS
204
Sound Income Strategies
Florida
$14.5K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
IBOK
206
Independence Bank of Kentucky
Kentucky
$10.1K +$9.92K +900 New
FNWA
207
Financial Network Wealth Advisors
Utah
$6.24K
Jones Financial Companies
208
Jones Financial Companies
Missouri
$5.82K +$5.51K +500 New
QWM
209
Quaker Wealth Management
New Jersey
$5.63K +$5.51K +500 New
HAP
210
Harbor Asset Planning
Massachusetts
$4.5K +$4.41K +400 New
Citigroup
211
Citigroup
New York
$4.46K -$95.8K -8,691 -96%
BCM
212
Blume Capital Management
California
$3.94K
IA
213
IFP Advisors
Florida
$3.38K -$8.76K -795 -73%
RF
214
Rossby Financial
Florida
$3.21K +$3.14K +285 New
EWA
215
EverSource Wealth Advisors
Alabama
$2.81K
PWA
216
Physician Wealth Advisors
Utah
$2.46K
AEPWM
217
Atlantic Edge Private Wealth Management
Florida
$2.25K
AAS
218
Ameritas Advisory Services
Nebraska
$2.25K +$2.21K +200 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$2.25K +$2.21K +200 New
TWC
220
TD Waterhouse Canada
Ontario, Canada
$1.15K
BAM
221
Byrne Asset Management
New Jersey
$1.13K
HNB
222
Huntington National Bank
Ohio
$1.12K +$1.09K +99 +9,900%
CIAM
223
Caitong International Asset Management
Hong Kong
$428 +$408 +37 +3,700%
CAM
224
Creekmur Asset Management
Illinois
$8
CC
225
CF Capital
Massachusetts
-$3M -280,000 Closed