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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$715K -$989K -61,733 -57%
Raymond James Financial
77
Raymond James Financial
Florida
$701K +$735K +45,880 New
CAM
78
Cresset Asset Management
Illinois
$696K -$742K -46,289 -50%
BI
79
Bramshill Investments
Florida
$682K -$8.04K -502 -1%
PGF
80
Plan Group Financial
Oklahoma
$666K +$79.7K +4,976 +13%
CastleKeep Investment Advisors
81
CastleKeep Investment Advisors
Connecticut
$649K -$303K -18,900 -31%
Creative Planning
82
Creative Planning
Kansas
$640K -$53.7K -3,349 -7%
SIC
83
Samalin Investment Counsel
New York
$619K -$250K -15,595 -28%
AQR Capital Management
84
AQR Capital Management
Connecticut
$577K +$605K +37,789 New
JTWM
85
Jackson Thornton Wealth Management
Alabama
$577K +$605K +37,789 New
MHIC
86
Marble Harbor Investment Counsel
Massachusetts
$575K
MLIC
87
Mandatum Life Insurance Company
Finland
$564K +$13.3K +830 +2%
FSG
88
Financial Strategies Group
Michigan
$559K +$148K +9,207 +33%
ET
89
Entropy Technologies
New York
$548K +$37.7K +2,350 +7%
FHA
90
Flagship Harbor Advisors
Massachusetts
$540K -$99.1K -6,187 -15%
CIC
91
Carnegie Investment Counsel
Ohio
$510K -$1.52M -94,994 -74%
NFC
92
Northeast Financial Consultants
Connecticut
$491K
BPA
93
Beacon Pointe Advisors
California
$490K -$3.54M -221,064 -87%
BHCM
94
Brevan Howard Capital Management
Jersey
$483K +$506K +31,586 New
PI
95
PFG Investments
New York
$468K +$96.6K +6,028 +24%
WA
96
Whipplewood Advisors
Colorado
$465K +$488K +30,429 New
Ameriprise
97
Ameriprise
Minnesota
$464K -$153K -9,529 -24%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$463K -$139K -8,667 -22%
PSP
99
Principal Street Partners
Tennessee
$442K -$6.07K -379 -1%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$437K +$31.1K +1,940 +7%