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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$647K
CIM
77
Confluence Investment Management
Missouri
$645K +$4.42K +209 +0.7%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$644K +$642K +30,400 New
JMPWA
79
JP Morgan Private Wealth Advisors
California
$641K +$527K +24,934 +469%
SWM
80
Stockman Wealth Management
Montana
$637K
CC
81
Claybrook Capital
Massachusetts
$633K +$632K +29,900 New
FFA
82
First Foundation Advisors
California
$631K -$173K -8,191 -22%
NFC
83
Northeast Financial Consultants
Connecticut
$611K
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$597K -$289K -13,683 -33%
AllianceBernstein
85
AllianceBernstein
Tennessee
$523K -$92.6K -4,382 -15%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$502K +$22.2K +1,051 +5%
Stifel Financial
87
Stifel Financial
Missouri
$488K
WAM
88
Weiss Asset Management
Massachusetts
$465K
GC
89
Guggenheim Capital
Illinois
$402K -$293K -13,848 -42%
OC
90
Oppenheimer & Co
New York
$402K +$299K +14,133 +291%
VEA
91
Virtus ETF Advisers
New York
$398K -$42.5K -2,013 -10%
SPIA
92
Steward Partners Investment Advisory
New York
$395K +$394K +18,649 New
First Manhattan
93
First Manhattan
New York
$393K +$252K +11,916 +179%
KBC Group
94
KBC Group
Belgium
$380K
Barclays
95
Barclays
United Kingdom
$374K +$35K +1,654 +10%
MWNA
96
Marshall Wace North America
New York
$374K +$373K +17,664 New
Russell Investments Group
97
Russell Investments Group
United Kingdom
$372K -$693K -32,784 -65%
SW
98
SVB Wealth
Massachusetts
$368K +$32.4K +1,532 +10%
Canada Life
99
Canada Life
Manitoba, Canada
$360K +$83.2K +3,939 +30%
ECM
100
ExodusPoint Capital Management
New York
$328K +$327K +15,487 New