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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TT Capital Management
California
$1.1M +$27K +2,236 +2%
DA
52
Denali Advisors
California
$1.09M -$59K -4,887 -5%
TIM
53
Triad Investment Management
California
$1.06M -$1.31M -108,767 -55%
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.04M +$624K +51,713 +145%
JTWM
55
Jackson Thornton Wealth Management
Alabama
$1.01M +$617K +51,150 +153%
SC
56
Scotia Capital
Ontario, Canada
$955K +$965K +80,000 New
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$927K -$1.56M -129,349 -62%
NAM
58
NewGen Asset Management
Ontario, Canada
$881K +$402K +33,319 +82%
SGCA
59
Steel Grove Capital Advisors
Tennessee
$843K +$314 +26 +0%
NA
60
NewEdge Advisors
Louisiana
$777K +$85.3K +7,073 +12%
BTI
61
Blue Trust Inc
Georgia
$774K
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$746K -$35.7K -2,962 -5%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$736K +$189K +15,644 +34%
SIS
64
Sound Income Strategies
Florida
$719K +$75.4K +6,249 +12%
AWM
65
Avaii Wealth Management
Wisconsin
$615K +$4.26K +353 +0.7%
Creative Planning
66
Creative Planning
Kansas
$598K +$1.94K +161 +0.3%
BAMF
67
BI Asset Management Fondsmaeglerselskab
Denmark
$591K -$2.31M -191,441 -79%
CA
68
Clearstead Advisors
Ohio
$561K +$256K +21,199 +82%
VIA
69
Virtus Investment Advisers
Connecticut
$559K -$214K -17,758 -27%
Invesco
70
Invesco
Georgia
$558K -$50.5K -4,182 -8%
Northern Trust
71
Northern Trust
Illinois
$514K -$12.1K -1,004 -2%
EH
72
Equitable Holdings
New York
$506K +$2.56K +212 +0.5%
TCBWMS
73
Texas Capital Bank Wealth Management Services
Texas
$488K -$222K -18,382 -31%
CAM
74
Cresset Asset Management
Illinois
$473K +$109 +9 +0%
SWP
75
Significant Wealth Partners
Illinois
$465K +$7.93K +657 +2%