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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
101
Cedar Brook Financial Partners
Ohio
$247K +$131K +7,276 +121%
SW
102
SVB Wealth
Massachusetts
$244K +$104K +5,783 +79%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$232K +$47.8K +2,659 +27%
SCM
104
Shelton Capital Management
Colorado
$230K +$108K +6,023 +95%
Canada Life
105
Canada Life
Manitoba, Canada
$224K -$113K -6,270 -34%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$197K +$72.2K +4,017 +61%
SFA
107
Sequoia Financial Advisors
Ohio
$181K -$2.37M -131,517 -93%
WAM
108
Wolverine Asset Management
Illinois
$172K +$167K +9,280 New
Victory Capital Management
109
Victory Capital Management
Texas
$163K +$34.9K +1,942 +28%
Bank of America
110
Bank of America
North Carolina
$159K +$44.1K +2,453 +40%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$159K +$154K +8,570 New
GAMC
112
Garner Asset Management Corp
Texas
$155K +$150K +8,355 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$151K +$14.5K +804 +11%
CA
114
Calton & Associates
Florida
$150K +$4.91K +273 +4%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$142K +$137K +7,611 New
RWM
116
Rezny Wealth Management
Florida
$137K +$133K +7,374 New
SWM
117
Spire Wealth Management
Virginia
$133K +$129K +7,162 New
QC
118
Quadrature Capital
United Kingdom
$132K +$128K +7,120 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$131K +$126K +7,028 New
PFA
120
Peak Financial Advisors
Colorado
$126K +$122K +6,782 New
Brown Advisory
121
Brown Advisory
Maryland
$124K
CCM
122
Cohen Capital Management
California
$124K +$48.1K +2,674 +67%
First Manhattan
123
First Manhattan
New York
$124K +$60K +3,334 +100%
GC
124
Grimes & Company
Massachusetts
$119K +$115K +6,404 New
TI
125
Trexquant Investment
Connecticut
$102K +$98.8K +5,493 New