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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
VWMG
226
Virginia Wealth Management Group
Virginia
– -$89.3K -4,333 Closed
AWA
227
Acorn Wealth Advisors
Michigan
– -$85K -4,138 Closed
FCH
228
Freestone Capital Holdings
Washington
– -$81.3K -3,945 Closed
SI
229
Stephens Inc
Arkansas
– -$79.7K -3,869 Closed
SOS
230
Silver Oak Securities
Tennessee
– -$76K -3,683 Closed
FHC
231
First Heartland Consultants
Missouri
– -$75.7K -3,671 Closed
SAM
232
Seelaus Asset Management
New Jersey
– -$75K -3,626 Closed
OIA
233
OneDigital Investment Advisors
Kansas
– -$71.9K -3,487 Closed
GAM
234
Gotham Asset Management
New York
– -$70.8K -3,435 Closed
CA
235
Cetera Advisors
Colorado
– -$70.6K -3,424 Closed
KPWS
236
Kestra Private Wealth Services
Texas
– -$69K -3,348 Closed
WIM
237
WealthPlan Investment Management
Nebraska
– -$201K -3,333 Closed
CP
238
Castleview Partners
Texas
– -$64.2K -3,114 Closed
ATC
239
Adirondack Trust Company
New York
– -$59.3K -2,878 Closed
SIS
240
Sound Income Strategies
Florida
– -$37.3K -1,809 Closed
SWM
241
Spire Wealth Management
Virginia
– -$33K -1,581 Closed
CFGS
242
Concourse Financial Group Securities
Alabama
– -$18.7K -938 Closed
USCWA
243
U.S. Capital Wealth Advisors
Texas
– -$18.5K -896 Closed
FCA
244
Fortis Capital Advisors
Kansas
– -$15.1K -733 Closed
Simplex Trading
245
Simplex Trading
Illinois
– -$6.63K -333 Closed