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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$293K -$82.7K -4,478 -23%
GIM
77
Greenwich Investment Management
Connecticut
$293K +$283K +15,317 New
SBIA
78
Sheaff Brock Investment Advisors
Indiana
$284K +$274K +14,836 New
CA
79
Corrado Advisors
New Jersey
$259K -$71.2K -3,855 -22%
PI
80
PineBridge Investments
New York
$250K +$81K +4,383 +51%
Bessemer Group
81
Bessemer Group
New Jersey
$219K
CA
82
Cetera Advisors
Colorado
$214K +$63.8K +3,455 +45%
NFC
83
Northeast Financial Consultants
Connecticut
$209K -$73.9K -4,000 -27%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$196K +$189K +10,214 New
BAS
85
Brown Advisory Securities
Maryland
$191K
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$187K -$13K -702 -7%
LH
87
Lebenthal Holdings
New York
$183K +$177K +9,575 New
MFS
88
MSI Financial Services
Massachusetts
$175K +$48.8K +2,643 +41%
AWMS
89
Advocacy Wealth Management Services
Georgia
$169K +$163K +8,840 New
CC
90
Cipher Capital
New York
$164K -$78.6K -4,253 -33%
RCM
91
Radcliffe Capital Management
Pennsylvania
$162K +$156K +8,467 New
EGA
92
Eagle Global Advisors
Texas
$160K +$12.1K +657 +9%
WEC
93
Winslow Evans & Crocker
Massachusetts
$156K -$6.43K -348 -4%
Creative Planning
94
Creative Planning
Kansas
$154K +$68.7K +3,721 +86%
FAAS
95
First Allied Advisory Services
California
$151K +$757 +41 +0.5%
OAM
96
Orinda Asset Management
California
$145K -$61.6K -3,333 -31%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$133K +$128K +6,932 New
EFS
98
Essex Financial Services
Connecticut
$132K
CG
99
Cutler Group
California
$132K +$128K +6,931 New
RJT
100
Raymond James Trust
Florida
$123K