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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Advisors Asset Management
Colorado
$1.42M -$1.06M -75,436 -42%
PA
52
Pinnacle Associates
New York
$1.36M -$716K -50,794 -34%
WIA
53
Wealthedge Investment Advisors
New York
$1.32M -$464K -32,885 -25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.3M -$226K -16,062 -14%
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$1.28M -$505K -35,829 -28%
Lazard Asset Management
56
Lazard Asset Management
New York
$1.27M
PGF
57
Plan Group Financial
Oklahoma
$1.26M +$247K +17,503 +23%
SIC
58
Samalin Investment Counsel
New York
$1.2M +$31.5K +2,235 +3%
CA
59
Cornerstone Advisory
Maryland
$1.19M -$4.57K -324 -0.4%
VIA
60
Virtus Investment Advisers
Connecticut
$1.13M -$120K -8,545 -9%
Northern Trust
61
Northern Trust
Illinois
$1.1M +$833K +59,066 +274%
State Street
62
State Street
Massachusetts
$1.08M +$800K +56,735 +258%
WA
63
Whipplewood Advisors
Colorado
$1M +$1.03M +73,163 +138,043%
ACM
64
Arlington Capital Management
Illinois
$941K +$971K +68,855 New
BTI
65
Blue Trust Inc
Georgia
$937K
Raymond James Financial
66
Raymond James Financial
Florida
$930K +$5.67K +402 +0.6%
OPA
67
Old Port Advisors
Maine
$915K +$945K +67,004 New
Group One Trading
68
Group One Trading
Illinois
$839K +$866K +61,437 New
FFG
69
Fiduciary Financial Group
California
$831K +$96.5K +6,847 +13%
FSG
70
Financial Strategies Group
Michigan
$799K +$128K +9,076 +20%
NA
71
Nordwand Advisors
Pennsylvania
$769K -$17K -1,205 -2%
QT
72
Quantbot Technologies
New York
$763K +$787K +55,820 New
AG
73
AlTi Global
New York
$742K -$2.82K -200 -0.4%
Brown Advisory
74
Brown Advisory
Maryland
$738K
Creative Planning
75
Creative Planning
Kansas
$726K +$14K +996 +2%