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BSL

Blackstone Senior Floating Rate 2027 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$276K +$7.72K +548 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$262K -$27.3K -1,937 -10%
UFA
28
Uptown Financial Advisors
Texas
$248K
AWS
29
Atria Wealth Solutions
New York
$238K -$246K -17,490 -51%
CIA
30
Capital Investment Advisors
Georgia
$217K
DAS
31
Dynamic Advisor Solutions
Arizona
$178K +$3.62K +257 +2%
NAM
32
NTV Asset Management
West Virginia
$177K -$3.52K -250 -2%
EFG
33
Ethos Financial Group
Pennsylvania
$155K -$6.7K -476 -4%
Stifel Financial
34
Stifel Financial
Missouri
$151K +$149K +10,557 New
Wells Fargo
35
Wells Fargo
California
$132K +$11.9K +845 +10%
BlackRock
36
BlackRock
New York
$35.9K
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.9K -$83.4K -5,922 -75%
NFSG
38
Newbridge Financial Services Group
Florida
$7.15K +$7.04K +500 New
HI
39
Harbour Investments
Wisconsin
$6.74K +$2.41K +171 +57%
N
40
Natixis
France
$14
SFS
41
Shaker Financial Services
Virginia
-$667K -47,185 Closed
JIP
42
Jaffetilchin Investment Partners
Florida
-$246K -17,382 Closed
WS
43
Wedbush Securities
California
-$228K -16,111 Closed
JSW
44
Journey Strategic Wealth
New Jersey
-$143K -10,155 Closed
SWM
45
Spire Wealth Management
Virginia
-$76.9K -5,444 Closed
S
46
SignatureFD
Georgia
-$371 -26 Closed